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About
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EXPERIENCE |
We have been in the retirement plan consulting and administration business since 1989. We currently serve more than 200 corporate retirement plans throughout the Southeast and provide professional services to plans. |
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CREDENTIALS |
Both our firm and our experienced retirement plan professionals hold credentials from the leading industry organizations, including:
- Centre for Fiduciary Excellence (CEFEX)
- The American Society of Pension Professionals & Actuaries (ASPPA)
- National Institute of Pension Administrators (NIPA)
- The American Institute of Certified Public Accountants (AICPA)
- The Center for Fiduciary Studies (fi360)
- Center for Compliance Professionals (CCP)
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CONSULTING |
Our teams, led by a senior consultant, analyze plans for efficiency to maximize highly compensated employees’ funding opportunities while controlling overall costs. We also provide IRS and DOL consulting. |
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ADVICE |
American Pension's credentials enable us to provide investment advice to you and your plan's participants.
We don't stop at
"information" or "guidance". |
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INDEPENDENT |
We have no proprietary funds. We screen the mutual fund universe. |
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CONTINUITY |
Our monitoring process ensures that you have ongoing, prudent investment options. Not just on day one. |
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REVENUE NEUTRAL |
We are 100% revenue neutral. All revenue we collect from investment managers is used for the exclusive benefit of the participants - defraying costs. We work exclusively for our clients, capturing over $350,000 for them in the last 12 months from mutual funds. |
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COMMITMENT |
American Pensions is dedicated to providing superior retirement plan consulting and administration in a timely and accurate manner. We work as a partner in order to facilitate and maximize all aspects of your company's plan. |
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