About Us...

Experience

Established in 1974, APC services over 3,500 clients throughout California, Oregon, Nevada, Washington and New York. The Company offers professional design, installation, administration, reporting and consulting services for retirement plans. Our experienced, professional staff designs plans to meet the specific needs of the business and effectively administers any existing plan. Our plan Consultants are always available to personally assist with all retirement plan needs.

Expertise

APC provides the necessary guidelines to ensure the proper plan is designed and installed. We offer Defined Benefit Plans, age-weighted, cross tested Profit Sharing Plans and 401(k) Plans. Professional recommendations for an appropriate plan are based on careful analysis of the company goals and the personal goals of the company Owners/Shareholders. Accurate data is provided on precise plan specifications, contributions and benefit projections. Documents are prepared to establish and implement the plan.

Excellence

APC continuously services each plan to ensure complete, current and accurate administration is provided including the preparation of actuarial valuations and, when required, certification by enrolled actuaries. Annual services include complete accounting of current plan assets, updating of critical plan documents, providing individual participant valuation statements and filing of all necessary regulatory reports.

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