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Document Services


One size does not fit all when it comes to the design of a retirement plan. Our use of Prototype and Volume Submitter Documents allow our plan design consultants to customize a retirement plan tailored to you and your company’s objectives. A well designed retirement plan not only gives employees a way to build a financially secure future, it also is a valuable tool for the employer to attain and retain quality employees. Whether creating a new plan or redesigning your existing one, we will review and analyze your company’s needs and budget to develop a retirement plan that is a perfect fit.

Associated Pension Consultants, Inc.
Call us Toll-Free at 877-484-0226

401 Broadhollow Road Suite 403, Melville NY 11747

Privacy Policy

Associated Pension Consultants is committed to protecting your  privacy. We do not sell, rent or otherwise share information about our customers or their participants. All information provided to Associated Pension Consultants remains absolutely confidential.

Associated Pension Consultants does not collect any participant  information from you except when specifically and knowingly provided by you. Examples of such information are names, Social Security Numbers, dates of birth, email addresses, physical addresses, and telephone numbers.

Please note that our primary form of communication is through electronic mail to our Primary Contact in your office. In the event that you assign the Primary Contact responsibility to another representative, please inform us immediately so that we may cease sharing information with the former Primary Contact.

Your Security

The security of your information is very important to us. We uses FT William technology & Citrix ShareFile to protect the security of your participants’ information, data and other materials exchanged between us. Our secure portal can only be accessed with a password to protect all information you send to Associated Pension Consultants. We strongly encourage you to exclusively utilize the secure portal in order to avoid data breaches, fraud, and/or identity theft.