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Associated Pension Consultants

Third Party Administration Company for 401(k) and Qualified Retirement Plans

Accountant in Melville, NY (show on map)
Google 5.0
★★★★★
1 reviews

Associated Pension is a New York based Third Party Administration Company, providing administrative services for 401(k) and other Qualified Retirement Plans since 1995.

Call (877) 484-0226
Navigate to Visit website
Associated Pension Consultants website

About

Associated Pension Consultants, Inc. (APC) is a full service employee pension and benefits consulting firm providing design and administration services for qualified retirement plans and benefit programs. Our team of professionals have experience in all areas of employee benefits consulting and administration.

We provide experienced administration for the following types of retirement plans: 401(k) Plans (Traditional, Safe Harbor, Roth, and Simple), Profit Sharing Plans (Traditional, New Comparability, Integrated, and Age Weighted), Multiple Employer Plans, Defined Benefit Plan Actuarial Services and Administration, and Defined Benefit Plans (including Traditional Defined Benefit and Cash Balance Plans).

Employee-owned company
Over 20 years of experience
Certified ERPAs and QPAs on staff

Services

Plan Administration

Associated Pension Consultants, Inc. performs a full range of ongoing administrative and recordkeeping services including daily valuation of accounts, plan year end valuations, compliance testing, and government reporting for various retirement plans.

Daily valuation of accounts Plan year end valuations Compliance testing Government reporting

Plan Design

Custom retirement plan design tailored to client objectives, including 401(k), profit sharing, multiple employer, and defined benefit plans.

Custom retirement plan design 401(k) Plans (Traditional, Safe Harbor, Roth, Simple) Profit Sharing Plans (Traditional, New Comparability, Integrated, Age Weighted) Multiple Employer Plans Defined Benefit Plans (Traditional, Cash Balance)

Audit Assistance

Coordination of IRS audits with experienced Enrolled Retirement Plan Agents (ERPA) to ensure smooth compliance processes.

Coordination of IRS audits Representation by certified ERPAs Collection and provision of requested audit information

IRS and DOL Correction Programs

Assistance with EPCRS and VFCP programs to correct plan issues proactively.

Assistance with EPCRS (Employer Plan Correction Relief Service) Assistance with VFCP (Voluntary Filing Correction Program) Preparation and submission of correction filings

Document Services

Custom prototype and volume submitter documents for tailored retirement plan design.

Prototype documents Volume submitter documents Customized plan design

ERPA ~ Enrolled Retirement Plan Agent

Staff of certified Enrolled Retirement Plan Agents (ERPA) and Qualified Pension Administrators (QPA) for IRS representation and plan administration.

Certified ERPAs on staff QPA designation for newer administrators Representation before IRS and DOL

Credentials & Certifications

Enrolled Retirement Plan Agent (ERPA)
Since 1995
Qualified Pension Administrator (QPA)
Since ongoing

Reviews

Google
Rating
5
★★★★★
Reviews
1

Contact Associated Pension Consultants

Associated Pension Consultants
Category
Accountant
Wheelchair Accessible
Call (877) 484-0226

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of Associated Pension Consultants, 401 Broadhollow Rd #402, Melville, NY 11747 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Associated Pension Consultants?

Reach out today to schedule a consultation.

(877) 484-0226

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