Indianapolis Retirement Plan Design & Plan Takeovers | APA

Retirement Plan Design Services

Indianapolis Retirement Plan Design ServicesAmerican Pension Advisors (APA) evaluates your goals and philosophy towards retirement plans and then crafts a plan specifically suited to meet those goals as cost-effectively as possible.  APA provides a step-by-step explanation of your plan and coordinates the trust agreement and other documents with your attorney and accountant.

New Retirement Plans

  • Design a retirement plan based on your objectives with contribution/matching formulas based on your budget and goals.
  • Prepare or facilitate plan document installation using appropriate prototype, volume submitter or individually designed documents.
  • Prepare Summary Plan Descriptions and distribute to plan participants.
  • Where appropriate, facilitate attainment of the IRS Determination Letter
  • Provide initial coverage and participant testing
  • Review corporate structure to determine controlled groups and affiliated service organizations.

Retirement Plan Takeovers

  • Review existing plan documents and facilitate revisions or changes.
  • Facilitate transfer of administration records from prior plan administrator.
  • Facilitate transfer of plan assets from the prior recordkeeper.

9265 Counselor's Row, Suite 105, Indianapolis, Indiana 46240 | 888-428-2524
American Pension Advisors, Ltd. is not a Registered Investment Advisor and does not offer investment advice.
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