Marc Roberts

Associated Pension Consultants

Experience and Expertise Established in 1974, APC is an industry leading third party administration firm that specializes in professional retirement plan design, installation, administration and consulting services. With over 3,000 nationwide clients, APC prides itself on personalized service to deliver on the promises we make to you and your company. Custom Designed Retirement Solutions With APC, your retirement plan will be designed to fit your company's unique needs. Our Consultants will carefully analyze your goals during your plan's design and installation phase to ensure your retirement plan delivers results. We administer all types of qualified retirement plans from basic to more complex plan designs including: • 401(k) Safe Harbor/Cross Tested • 403(b) • Cash Balance • Defined Benefit • Hybrid Combination Dedicated Ongoing Support Your Consultant is your dedicated point of contact. You won't work with automated phone menus or outsourced call centers. You will receive personal service. Your Consultant will oversee the details of your plan's administration and will personally review annual reports with you. Our expert compliance teams support your consultant and provide comprehensive plan administration. Our services include: • Plan Document design and support • Timely and accurate plan administration • Necessary compliance testing • Participant statements & notices • Signature ready IRS filings