► Your 401(k)’s expenses too high?  Let APEXX shop around for you to see if we can lower them.

► Would you like a tax-free 401(k)?  Lets review the potential for you having a Roth 401(k).

► Do you want to do less of the work related to the plan?  I can arrange to have more of the duties taken off your desk.

► Would you like more employee participation in your retirement plan?  APEXX treats every employee as an individual account, not a mass meeting like most places do.

► Would you like a higher return on your cash balances?  APEXX offers many ideas to increase yields, yet maintain your liquidity.  It’s as simple as writing yourself a check.

► Does your business have few to no employees?  We can be the most flexible here, including all the ideas above, and many more.

► Business retirement plans APEXX handles include (but not limited to):

   1) 401k (Traditional, Roth, & Solo)

   2) 403b

   3) SIMPLE IRA

   4) SEP IRA

   5) Keogh

   6) IRA (Traditional & Roth)

   7) and many more - customized to fit your need

APEXX can help.  (608) 254-6600