Your Retirement Specialist

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We Make Sense of Pensions and Plans

Apex Pension Strategies, Inc. was established to assist small and medium-sized clients who may have been turned away from service providers who continually raise their minimum asset levels or participant counts. We use our knowledge of the law to design effective plans while monitoring compliance. We are pension experts who assist companies in working through the continuously changing regulatory environment. Our approach is efficient and sensible, combining extensive experience, superior client service and the highest quality standards learned from the bigger firms - but providing it to smaller companies at a lower cost.

To get started designing a plan that's right for your company, simply call or email us.

Or, if you'd just like to stay informed about the latest regulatory changes and what you must do to stay in compliance, subscribe to our email newsletter.

A Foundation of Service

Apex Pension Strategies, Inc. was established to work with companies needing the most assistance - small to medium sized companies that may not be able to operate within the confines of an ever-changing set of requirements, since executives at these companies have many other responsibilities.

Michael Miller, CEBS

Apex's Michael Miller has been in the retirement planning industry since 1989. He has worked with companies both large and small, assisting them with plan design, consulting and administration. Michael's experience spans defined benefit, defined contribution, and nonqualified retirement plans. He is a graduate of Emory University and earned the Certified Employee Benefit Specialist, CEBS, designation from the Wharton School of the University of Pennsylvania.

The Team

Apex Pension has a phenomenal team of experts who manage the accounts of our clients. These people are seasoned, knowledgeable, professional, and are happy to serve you. You may encounter them in your conversations with us so we thought we'd introduce them:

Trey Stephens, MS, MBA, ERPA, QPA, QKA

Trey has been assisting clients over 25 years administering retirement plans. He is recognized for his deep experience with all types of plans, his attention to the details, identifying complex problems with effective solutions while always meeting deadlines with attention to quality. Trey has industry designations maintained through continuing education. Trey has 2 Masters degrees from Auburn University.

Vicki Toth

Vicki ‘s experience goes back to 1997 administering retirement plans with a particular expertise in ESOPs. She works with clients who span many industries, sizes and demographics to effectively help clients with their legal and operational compliance in this complex arena. Vicki always helps clients with her full and complete explanations while keeping an eye on deadlines.

Kim Carmichael

Kim has more than twenty years of experience providing retirement plan administration, design, trust accounting, compliance, and reporting services to plan sponsors in industries including healthcare, logistics, financial institutions, and many more. Kim is fluent in French and enjoys spending time with family and friends.

Noah Miller

Noah’s experience involves supporting the plan administration services including helping clients with their reporting and disclosure requirements, plan administration and helping participants accurately receive their benefit payments.

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Smart Strategies

One of our most important services is the right Pension Strategy.

Retirement plans should be designed to complement your company, further your mission, and help provide financial security for your employees. Apex can help.

Comprehensive Solutions

Apex will assist you in explaining the plan design. We will help project the benefits so you can motivate employees by explaining your retirement plan in simple and understandable terms. Sometimes, that independent voice is all your employees need.

Apex Pension Strategies, Inc.

P.O. Box 88208
Atlanta, GA 30356
770.410.5022
770.410.5023 (fax)
apex@apexpension.com

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