Associated Pension Consultants

We are very proud to have our CEFEX designation renewed by the American Society of Pension Professionals & Actuaries (ASPPA). We are one of only 5 Third Party Administrators in NY State to have the designation. To learn more about what this means, click

CEFEX TPA Benefits to Advisor How does an advisor benefit from partnering with a CEFEX-certified TPA?

To protect existing assets, and their advisors are understandably concerned about avoiding losses due to stock market downturns. The concern is that if losses occur, the retiree won’t have the ability or time to make up for them.

When Investing During Retirement, Don’t Make This Mistake Many retirees and their advisors make asset allocation decisions during retirement without considering their total retirement income portfolio

To live comfortably in , you should have either a traditional plan or a defined contribution plan, like a account. While both plans provide money in retirement, they are vastly different.

What's the Difference Between a Pension Plan and a 401(k)? Both provide retirement income, but pensions and 401(k) plans are very different.

In a few weeks we will be doing a Zoom call with Advisors that are up to the challenge. Steven Person of John Hancock has bought a case. Reach out to Chris Yorke if interested in doing it.