American Pensions views our
consulting services as an essential component of a
successful retirement plan. We act as your partner,
rather than vendor, and work to understand your overall
goals and provide customized solutions.
Our teams, led by a senior
consultant, analyze plans for efficiency to maximize
funding opportunities while controlling overall costs.
Evaluate objectives
and cost considerations to design or redesign a
retirement plan that includes features that meet the
plan sponsor’s needs.
Preparation of plan
documents & related notices.
Ongoing evaluation
and reevaluation of:
Regulatory
Requirements
Plan Sponsor’s
objectives
Plan Participant
demographics
Oversight of
operational compliance.
Compliance
testing.
Fixing “broken”
plans.
IRS and DOL audit
and inquiry preparation and assistance.
