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Stephen Abramson

President,

Stephen Abramson is the President and founding partner of APS Pension Services, LLC 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 a previous relationship with a Broker/Dealer.

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 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 2021 eighth 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



  •  Tuesday, October 15, 2024
  • 08:00 AM PDT | 11:00 AM EDT,
  • 90 Minutes
  • $110.00
Impact of Mergers and Acquisitions on Retirement Plans

Attendees will learn the options available to both parties regarding the disposition of their respective plans, and the potential compliance issues when plans are either merged or continued by a buyer that has their own plan.

  •  Tuesday, October 22, 2024
  • 08:00 AM PDT | 11:00 AM EDT,
  • 90 Minutes
  • $110.00
IRAs and IRA Based Retirement Plans

This program will cover traditional IRAs, Roth IRAs and related plans including SIMPLE IRAs and Simplified Employee Pensions (SEPs).

  •  Monday, November 11, 2024
  • 08:00 AM PST | 11:00 AM EST,
  • 90 Minutes
  • $110.00
Qualified Domestic Relations Order (QDROs) - What you need to know

This program will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.

  •  Monday, November 18, 2024
  • 08:00 AM PST | 11:00 AM EST,
  • 2 Hours
  • $150.00
2-Hour Virtual Seminar on Alternate Design for Defined Contribution and Defined Benefit Plans

This program will provide a summary and explanation with examples of non traditional designs for defined contribution and defined benefit plans that suit specific business needs including two plan combinations and hybrid plan designs.





  • Recorded
  • View Anytime
  • 90 Minutes
  • $150.00
Protect Your Client's 401(k)/403(b) Plan From Fiduciary Litigation

This program will provide insight into the basis for the majority of fiduciary litigation both currently in the courts and closed

  • Recorded
  • View Anytime
  • 90 Minutes
  • $150.00
Impact of Mergers and Acquisitions on Retirement Plans

Attendees will learn the options available to both parties regarding the disposition of their respective plans, and the potential compliance issues when plans are either merged or continued by a buyer that has their own plan.

  • Recorded
  • View Anytime
  • 90 Minutes
  • $150.00
IRAs and IRA Based Retirement Plans

This program will cover traditional IRAs, Roth IRAs and related plans including SIMPLE IRAs and Simplified Employee Pensions (SEPs).

  • Recorded
  • View Anytime
  • 90 Minutes
  • $150.00
Qualified Domestic Relations Order (QDROs) - What you need to know

This program will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.