Advanced Pension Actuaries

Advanced Pension Actuaries, Inc. is an independent actuarial and consulting firm specializing in the design, implementation and administration of tax qualified retirement plans for closely held Corporations, Self-Employed Individuals and Limited Liability Companies. Our only product is the service we provide, enabling us to perform on a completely objective basis and devote all efforts to the plan's operation.

Advanced Pension Actuaries, Inc. is unique in that we are able to provide all the services necessary for administration and continued compliance of your program. Our staff includes enrolled actuaries, certified pension consultants and attorneys specializing in all matters related to retirement plans. All clients are assigned to a seasoned professional who you can rely on to have up to date knowledge of your program at all times.

We offer a full range of retirement plan services including:

	Plan Design, Implementation and Restructuring
	Defined Contribution Plan Record Keeping and Administration
	Defined Benefit Plan Actuarial Services and Administration
	Annual Compliance testing and Government Reporting
	Financial Accounting Standards Board Reporting
	Consulting Services
	Plan Termination
	Distressed Plan Consulting and Restoration

Benefit Insights® Topic	Date
Increasing 401(k) Plan Participation	December 2011
Participant Fee Disclosure Requirements for Individual Account Plans	October 2011
Should They Stay or Should They Go: Dealing with Terminated Participants	August 2011
Fiduciary Liability for Participant-Directed Plans	June 2011
Don't let the QDRO be Worse than the Marriage	April 2011
Do You Know Who Your Employees Are?	February 2011
Plan Year-End "To Do" List	December 2010
Record Retention	October 2010
Safe Harbor 401(k) Plan Offers Many Advantages	August 2010
Roth 401(k) FAQs	June 2010
When Should the Check be in the Mail?	April 2010
Participants are on a Need to Know Basis...and They Need to Know	February 2010
Mandatory Electronic Filing Applies to Form 5500 Soon!	December 2009
Coping With the Impact of the Pension Protection Act	November 2009
Voluntary Corrections for Qualified Plans	October 2009
Plan Distributions Are on the Rise	August 2009
ERISA Fiduciary Responsibilities	June 2009
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting	April 2009
Payment Options for Plan Expenses	February 2009
The Hidden Pension Trap--The Aggregation Rules	December 2008
Timely Deposit of Plan Contributions	October 2008
EGTRRA Restatements...The time has come	August 2008
Solving 401(k) Testing Problems With New Design Options	June 2008
Top Heavy Rules May Impact Plan Design	April 2008
The Impact of the Pension Protection Act on Defined Benefit Plans	March 2008
Understanding 401(k) ADP and ACP Testing	February 2008
Default Investment Rules Facilitate Auto Enrollment	December 2007
Compensation: Definitions and Applications	October 2007
Keeping Abreast of Plan Limitations	August 2007
Keeping Up To Date With Form 5500 Requirements	June 2007
New Life for Defined Benefit and Cash Balance Plans	May 2007
The Prudent 401(k) Fiduciary	April 2007
Plan Compliance Update for 2007	February 2007
Participant Cruise Control: Automatic Enrollment	December 2006
Pension Protection Act of 2006 Reinforces Private Pension System	October 2006
Responsibilities of a Plan Sponsor	February 2006
Safe Harbor 401(k) Plans Provide Smooth Sailing	June 2005

Contact Us

If you would like to learn more about our company, or if you have any questions about the services that we have to offer, select the most convenient method below to contact us. We look forward to assisting you with all your retirement plan needs.

Mail:	Advanced Pension Actuaries, Inc. 100 North Centre Avenue, Suite 400 Rockville Centre, NY 11570
Telephone:	(516) 536-5200
Fax:	(516) 536-5230
Email:	sales@advpension.com

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