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.
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.
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 ‘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 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’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.