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(770) 410-5022
Visit Apex Fiduciary

 

 

Consulting

Consulting Services

Apex Keeps Going Where Others Stop...

 Performing all compliance testing 
 Protecting the fiduciaries 
 Preparing signature-ready Forms 5500
 Calculating vesting
 Determining availability for loans and hardships
 Retirement plan expertise independent of the assets

Apex is the independent voice to confirm your idea or analyze your strategy

 

Our Consulting Services provide tremendous immediate and long-term value to our clients:

We help Evaluate Goals over Time  -  Your company changes, and your plan must change too.
We review Alternatives with you  -  The best choices in who, when and how much.
We help you effectively Communicate the Message  -  Employee Education and appreciation of the plan you've established.

You'll find a Retirement Calculator and many very helpful links for continuing education and improvement below:

Current Age
Current Savings
$
Retirement Age
Retirement Income
(in today's dollars)
$
Social Security /
Pensions
$
Savings run out ...
Investment Return
(annual)
%
Expected Inflation
%

 

Benefit Organizations:
Smart Strategies

One of our most important services is the right Pension Strategy.

Retirement plans should be designed to complement your company, further your mission, and help provide financial security for your employees. Apex can help.
Comprehensive Solutions

Apex will assist you in explaining the plan design. We will help project the benefits so you can motivate employees by explaining your retirement plan in simple and understandable terms. Sometimes, that independent voice is all your employees need.
Contact us
email us
Apex Pension Strategies, Inc.
P.O. Box 88208
Atlanta, GA 30356
770.410.5022
770.410.5023 (fax)
apex@apexpension.com
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