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Steve Abramson

Steve Abramson, CPC, CLU

President, APS Pension and Financial
Mellenville,NY
  • 4.2
  • 974 reviews
  • 1.6k Professionals Trained
  • 13 Courses

About Speaker Steve Abramson, CPC, CLU, ChFC

Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.


4.2

(974)
42%
38%
17%
0%
3%

MB

fantastic!

JM

Good info.

EA

Great

NM

Great Experience

SA

great program outline and detailed handouts

MR

great job

MB

had some IT issues but other than that great

AK

It’s informative and useful

ES

Very informative.

SD

Very nice presentation of difficult subject

JH

Very informative

ED

lots of valuable insights

HO

The program was effective. Thank you

EE

great

BC

Great update on pension plans!!

AJ

Session was really good. Thank you!

BC

great

JC

Extremely knowledgeable instructor.

JI

Very informative

LS

Glad to have the opportunity for this webinar!

GH

Nice refresher for db's.

HN

myCPE is great

EA

Great

SC

Great webinar

JW

Wealth of information.

DH

Very good presentation with enough detail and examples to really process the rules. Thank you!

HL

The webinar was very informative and I learned a lot today. Thank you

EH

Great presentation

DH

Great presentation giving real details. Much more in depth than expected. Thank you!

RB

Very informative with ha ha moments on how potentially liable a Fiduciary could be.

LO

Awesome!

JP

Great

KP

I was very thankful that someone was giving an online webinar on 12/31/21.

DM

I thoroughly enjoyed the training experience derived while using the e My CPE platform.

DB

OK

WVV

not relevant for jurisdiction but still informative

CF

there were technology issues with the webinar, but we managed to get through it and answer all polling questions, even though I was kicked out of the classes one, there were others who kept getting kicked out more than once.

PM

There was a large problem with the sound and since I had to connect with the phone I lost the audio about halfway through. Good thing I printed the handouts so I could follow through.

TC

The content was useful. Our company is preparing to transition from an IRA retirement to a 401k, so gaining as much insight as possible regarding all aspects including fiduciary responsibility is important.

KD

Instructure was knowledgeable but he was a little bit dry. Needed a little spunk to capture and engage audience.

LS

NA

JZ

Good information.

RR

I would recommend this course to others.

FT

instructor knew his information

JP

Good content

LS

NA

ER

good session

DC

instructor was very knowledgeable and utilized slide examples to illustrate the presentation points

JP

Good.

CG

N/A

DL

Great presentation!

ZS

Insightful webinar

MG

Good presentation, relearned a lot.

WWMN

Thank you

JK

Good working summary

LA

Informative and interesting

CM

The Course was very informative.

JF

NA

AS

Great, low cost relevant webinar

RV

It was informative.

SS

Good information.

CK

Good

SW

It felt like the instructor was just reading to us and there were several technical issues. Sound was initially a problem and then the program dropped an hour in. Everyone in chat had the same issues.

JB

zoom kept shutting down

MW

The class was fine but I kept getting kicked out & it was frustrating trying to get back in and not miss anything

MS

There were technical issues with the webinar. We lost connection and sound.

NW

There was so much content on the slides that I was too focused on reading those vs. listening to the instructor. Also there was a lot of technical and connection issues.

SL

Some issues with presenter losing connection.

EH

Good

KE

The instructor clearly knew the material but it was very hard to stay engaged with him.

IS

The presentation was a little hard to follow without a highlighted cursor to point to each line item being discussed. The presenter just started/keep talking while summarizing the bullet points without making/indicating his transitions to the next bullet point or heading.

EF

Instructor was too monotone and hard to keep attention to what he was saying. After polling questions he said what correct answer was but didn't elaborate as to why other options were not correct.

NK

the proctor's volume was almost inaudible, even after brought to his attention at the beginning of the seminar.

RV

He was boring. Knew his material, but did not present it in a fashion that kept you interested.

GP

It was incomprehensible

NH

Th absolute worst presentation I have listened to this year and I am now finished my 40th hour. No enthusiasm in voice or delivery.

$10
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
  • Steve Abramson, CPC, CLU, ChFC
  • 2 Credits

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

  • Jan 31, 03:00 PM EST
  • AFSP
  • CIA
  • CMA
  • CPA (US)
  • EA
  • HRCI
  • IAP
  • Tax Preparer
  • CPA/PFS
  • QIAL
  • SHRM
  • CRTP
Register
  • 4.4 (217)
$20
Plan Design for Closely Held Companies
  • Steve Abramson,
  • 2 Credits

Plan Design for Closely Held Companies

  • AFSP
  • CMA
  • CPA (US)
  • EA
  • HRCI
  • Tax Preparer
  • CPA/PFS
  • CRTP
  • CSA
$20
IRAs and Qualified Retirement Plans
  • Steve Abramson,
  • 2 Credits

Distributions from IRAs and Qualified Retirement Plans

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • CSA
Register
  • 4.1 (10)
$20
Retirement Plan Design CPE Course

Plan Design for Closely Held Companies

  • Jan 17, 12:30 PM EST
  • AFSP
  • CMA
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • CRTP
  • CSA
  • Maryland Tax Prep.
Completed
  • 4.3 (41)
$20
retirement planning CPE Course

Fundamentals of Defined Benefit Plans

  • Jan 07, 10:00 AM EST
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • WMCP
Completed
  • 4.4 (113)
$20
Retirement Plan Design CPE Course

Plan Design for Closely Held Companies

  • Jan 05, 03:00 PM EST
  • AFSP
  • CMA
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • CRTP
  • CSA
  • Maryland Tax Prep.
Completed
  • 4.3 (41)
$10
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

  • Dec 31, 11:30 AM EST
  • AFSP
  • CIA
  • CMA
  • CPA (US)
  • EA
  • HRCI
  • IAP
  • Tax Preparer
  • CPA/PFS
  • QIAL
  • SHRM
  • CRTP
Completed
  • 4.4 (217)
$20
Qualified Charitable Distribution IRA

Distributions from IRAs and Qualified Retirement Plans

  • Dec 20, 09:30 AM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • CSA
Completed
  • 4.4 (99)
$10
Defined Contribution Plan CPE Course

Alternate Designs for Defined Contribution and Defined Benefit Plans

  • Dec 17, 03:00 PM EST
  • CMA
  • CPA (US)
  • CFA
  • HRCI
  • CPA/PFS
  • SHRM
  • CSA
  • CIPM
Completed
  • 4.4 (170)