The third-party administrator
Apex Pension Strategies, Inc.
Designs the plan, runs it day to day and keeps it compliant with the IRS, the DOL and ERISA. We prepare the work; the employer signs it.
About Apex: two companies, one team
ONE NATIONWIDE TEAMSINCE 2003.
Two companies, one team. Apex Pension Strategies, Inc. is the third-party administrator; Apex Fiduciary Services, LLC is the independent fiduciary. The people who design your plan are the people who run it, and the ones who answer when you call.
Both companies are independent of the assets. We never manage or sell the investments, so the advice is about the plan and nothing else.
- Companies
- Two, one team
- Serving
- Plan sponsors nationwide
- Independent since
- 2003
Two companies
WHAT EACH HALF IS FOR.
The split is a legal one, not a marketing one. The administrator prepares the work and the employer signs it. The fiduciary is appointed by name and signs it instead. Neither side gives legal or tax advice.
The independent fiduciary
Apex Fiduciary Services, LLC
Appointed by name as your ESOP trustee or 3(16) plan administrator. The role is ours, under our own entity, and so is the signature.
Meet the team
THE PEOPLE RESPONSIBLE FOR RUNNING, OPTIMIZING AND PROTECTING YOUR PLANS.
The expertise you need. The integrity you deserve. Meet the professionals behind Apex. We combine decades of experience in retirement plan administration and fiduciary services with an unwavering commitment to putting our clients and participants first.
Michael Miller, CEBS
CEO, President and Trustee
With over 35 years of retirement planning expertise, Michael specializes in navigating the complex world of ESOPs and corporate pension plans. He blends high-level legal strategy with practical, day-to-day compliance monitoring to protect both client companies and their employees. A graduate of Emory University with a Wharton CEBS designation, Michael is a trusted industry partner known for making complex regulatory topics simple, efficient, and actionable.
CEBS · Emory University · Wharton
Diana Clark, MS, PHR
VP of Marketing and Employee Ownership
An accomplished leader with more than 20 years of experience leading brand strategy and employee ownership. She combines expertise in marketing and human resources to advance clients' employee ownership initiatives, strengthening workplace culture and organizational impact.
Apex Pension Strategies, Inc.Apex Fiduciary Services, LLC
Kim Carmichael
COO
An accomplished benefits leader with more than 20 years of experience driving excellence in plan design, administration, and compliance. Proven track record managing trust accounting and regulatory frameworks across high-stakes industries, including healthcare, logistics, and finance. Committed to delivering robust, compliant, and cost-effective plan solutions.
Apex Pension Strategies, Inc.
Leander MacVane, APA
Director of Sales and Business Development
With more than 35 years in the retirement plan industry, Leander brings deep expertise from both the operational and consulting sides of the business. Having spent much of her career managing retirement plan processes within TPA practices, she understands what it takes to turn thoughtful plan design into a smooth, successful experience for employers. Leander partners with financial advisors, CPAs, wholesalers, and plan sponsors to evaluate plan options, identify the right solutions, and bring the right people together. Her relationship-driven approach focuses on making the process clear, collaborative, and as easy as possible for the plan sponsor.
Apex Pension Strategies, Inc.
Trey Stephens, MS, MBA, ERPA, QPA, QKA
Retirement Plan Administration
An accomplished retirement plan specialist with over 25 years of administration experience and comprehensive expertise in every plan type offered by APEX.
Apex Pension Strategies, Inc.
Jeffrey Koppes, MBA
Jeff brings firsthand company-side ESOP transaction experience backed by decades of financial leadership to our clients. He draws on his broad financial and operational expertise to help clients navigate valuation, transaction structure, risk, and long-term ESOP sustainability.
Apex Fiduciary Services, LLC
Michael Shields, MBA, CPA
An experienced CPA and business leader, Michael brings a strong background in audit, tax and employee ownership. With comprehensive ESOP experience, he works closely with clients to support the operational and financial aspects of their ESOP and help ensure plans operate effectively throughout the life cycle of the Plan.
Apex Fiduciary Services, LLC
Reach the office
TALK TO ONE OF THOSE NAMES.
A call reaches the office, not a queue. Mail goes to PO Box 88208, Atlanta, GA 30356.
Apex Pension Strategies, Inc.Apex Fiduciary Services, LLC
