OUR JOB IS TO MAKE YOUR JOB EASIER
ADVISORS
MORE OF WHAT YOU WANT
...and less of what you don't. ​When you partner with APB, you can leverage our decades of experience and outsource some of the more tedious tasks so that you can focus on what matters most to you.
Together we will help you deliver a better experience for those you serve and demonstrate the value you bring!
EARN MORE BUSINESS
Walk into finalist meetings with more confidence and out with a higher close rate! With decades of experience, we are your wing men for closing sales; we understand the business, know the competition and can help you stand out from the pack!
REDUCE YOUR WORKLOAD
Let us take work off your plate. When you partner with APB Retirement, you can rest easy knowing that you have an expert managing administration and operation for your clients.
Let us handle everything from employee enrollment to plan audits and compliance resolution.
AVOID RISKY BUSINESS
The consequences for failing to conform with ERISA, DOL and IRS regulations, even by accident, can be substantial. Your clients could potentially face steep penalties for compliance failures. However, all can be avoided with the proper preparations and support; that’s where we come in!
NO-SWEAT CONVERSION
Don’t worry, we make transitioning plans easy. When you partner with us, you will work with a specialist who handles all the details. From conversion to ongoing management, we’ve got your back.
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MOBILE APP + PARTICIPANT RESOURCES
Our new client-branded mobile app is available through the Apple Store and Google Play. Key features include account balances and details, investment information, personal rates of return, contribution history and in-app messaging.
FORGET COOKIE-CUTTER
A retirement plan should be designed to help your clients meet their goals. Whether you need a bundled or unbundled solution, we have a plan that's right for you.
Unbundled | We offer TPA only services where we can partner with other recordkeepers.
Bundled | Offer a streamlined experience where we serve as both third party administrator and recordkeeper with an ELITE PLAN from APB Retirement.
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Each of our solutions offer varying levels of support and protection, find out which is best for you.
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SELECT YOUR GOAL:
ELITE ESSENTIAL
ELITE ESSENTIAL is a feature-rich solution that offers expert administration and fiduciary protection without breaking the bank.
Cost-Effectiveness
Owner Maximization
Plan Design Flexibility
Fiduciary Protection