Associated Pension Consultants

01/25/2022

We are very proud to have our CEFEX designation renewed by the American Society of Pension Professionals & Actuaries (ASPPA). We are one of only 5 Third Party Administrators in NY State to have the designation. To learn more about what this means, click

How does an advisor benefit from partnering with a CEFEX-certified TPA?

10/28/2020

The IRS has announced cost-of-living adjustments affecting dollar limitations for -related items for year 2021.

The IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021. The 2021 limits are contained in Notice 2020-79, released Oct. 26.

10/23/2020

It’s easy to be overwhelmed by all the decisions you need to make when you’re preparing for . So, let's talk about toothpaste. That's a more manageable topic than retirement, right?

When it comes to retirement, we can get stuck on strategies that aren't working, or want someone else to just pick something for us.

10/20/2020

To protect existing assets, and their advisors are understandably concerned about avoiding losses due to stock market downturns. The concern is that if losses occur, the retiree won’t have the ability or time to make up for them.

Many retirees and their advisors make asset allocation decisions during retirement without considering their total retirement income portfolio

10/16/2020

When 2020 throws you a really, awful, raw day....have an outdoor pizza party!

10/15/2020

We know that saving for is always a challenge, but it is important to get started and make saving a habit for a secure retirement. October is – a great time to take action to secure your retirement.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

10/12/2020

To live comfortably in , you should have either a traditional plan or a defined contribution plan, like a account. While both plans provide money in retirement, they are vastly different.

Both provide retirement income, but pensions and 401(k) plans are very different.

10/07/2020

If you’re one of those hardy souls who’ve attempted to roll-in a prior employer’s balance into your current employer’s , you understand how difficult the process can be.

401k automated portability is an idea whose time has come, but how will we get to full automation of the plan-to-plan roll-in process?

10/06/2020

In a few weeks we will be doing a Zoom call with Advisors that are up to the challenge. Steven Person of John Hancock has bought a case. Reach out to Chris Yorke if interested in doing it.

09/02/2020

Associated Pension Consultants, Inc. is now offering FREE payroll submission services!

In these times, we understand the current challenges of submitting plan contributions timely is causing for many plan sponsors and we want to help! There is no cost for this service (as in zero!) We are pleased to offer additional services for no cost at all to our clients.

Reach out to us for more information - thanks!

01/15/2020

Does the SECURE Act make you feel a little less SECURE about your knowledge of retirement plans? if so, give us a call at 516-364-0583 and we will walk you through the rules and go over the opportunities it presents.

11/21/2018

Great night with Scott's Pizza Tours. Thank you Legg Mason, Virtus, T Rowe, Lord Abbett, PIMCO, MetLife and Voya