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Apex PensionStrategiesand Fiduciary Services
Case studies & resources

Retirement plan briefs and ESOP case studies: THE FINE PRINT,
MADE PLAIN.

One-page briefs from Apex Pension Strategies, and a case study series from Apex Fiduciary Services on the work an ESOP trustee does after the closing.

Pension StrategiesOne-page brief

SECURE 2.0 TAX CREDITS.

Up to$5,000

per year, for up to 3 years, toward the cost of starting a new plan, for employers that qualify

  • Employer contributions$1,000
  • Automatic enrollment$500
  • Military spouse participation$500
Read the brief

Pension StrategiesOne-page brief

WHY OFFER A 401(k) PLAN?

  1. Talent
  2. Owner savings
  3. Tax savings
  4. Tax credits
  5. Employee security
  6. State mandates

“A 401(k) plan isn’t just an employee benefit. It’s a business strategy.”

Read the brief
Take them with you

THE BRIEFS AS PRINTED.

Both one-pagers as their original PDFs, for a partner meeting, a CPA or the next board pack.

Reach the office

NOW ASK ABOUT YOUR OWN PLAN.

Reading gets you the general rule. The phone gets you the people who would apply it to your census, your plan document and your company.

(770) 410-5022[email protected]
The practices behind the reading