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Steve Abramson

APS Pension and Financial Services
President
steve@apspension.com
(516) 228-8444

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Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently updated with the 7th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March, 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.

Steve serves on three boards currently including the Family Service League a social services organization in Huntington, Long Island since 2002, employing approximately 500 and sits on their Finance Committee.  He also sits on the board of his synagogue in Chatham, N.Y. currently as Treasurer since 2015 and on the board of the Homeowners Association where he lives as Treasurer since 2008.

About Us: APS Pension Services, Inc. is a full service, Third Party Administration firm established in 1977.  APS employs five plan consultants, a paralegal who prepares all plan documents, and seven plan administrators including an actuary who oversees the administration services.  In addition, they employ several support staff including our client service team.  Through their subsidiary, APS Investment Management, they provide 3(21) and 3(38) ERISA fiduciary services to 401(k) and 403(b) plans in accordance with Department of Labor guidelines. 

Archived Webinars Offered

PROTECT YOUR CLIENT'S 403(B)/401(K) PLAN FROM FIDUCIARY LITIGATION

Date RecordedSeptember 25, 2019  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other