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Fiduciary Services & Results

 

Transactional Trustee
Transactional Trustee
Transactional Trustee
Ongoing Independent Trustee

The Company has continuing responsibilities after the Transaction.  We help by: 

  • Establishing the annual stock price
  • Managing other assets in the Trust
  • Voting ESOP stock, with pass-through voting when necessary
  • Monitoring and reviewing the plan’s administration, compliance and reporting & disclosure
  • Attending Board meetings (although a Trustee is not a Board member)
  • Answer questions from participants, Board members and others
  • Audit assistance
Ongoing Independent Trustee
ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 

ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 

ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 

ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 

ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 

ERISA 3(16)

As an ERISA 3(16) Fiduciary, we take on the day-to-day administrative tasks and are legally responsible for their accuracy and completion.  The Third Party Administrator (TPA) cannot take independent action, only providing advice to fiduciaries, with no legal responsibility, other than the work-product.  As a 3(16) Fiduciary, we provide:
 
Contact us
email us
Apex Fiduciary Services, LLC
P.O. Box 88208
Atlanta, GA 30356
770.410.5022
770.410.5023 (fax)
apex@apexpension.com
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