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Marc Roberts, President of Associated Pension Consultants, recently attained the ERPA designation. The Enrolled Retirement Plan Agent (ERPA) is a new classification of professionals allowed to practice before the IRS.


Panel Discussion Featuring Marc M. Roberts (APC President)
Planadvisor Magazine (November/December 2012)

Earlier this year, new regulatory fee disclosures took the retirement industry by storm. Providers heeded the forewarnings for the DOL to prepare in advance and were ready to support plan sponsors when the time came...Three highly regarded third-party administrators (TPAs) discussed what is working and what is not as far as the industry's response to the new requirements and offered their views on best practices for assisting plan sponsors who feel overwhelmed or are struggling with how to comply.


On November 15, 2011, Marc Roberts, President, and John Olsen, VP of Operations, from Associated Pension Consultants (APC), traveled to Washington D.C. to meet with California District 2 Representative, Wally Herger, a leading key member of the Committee on Ways and Means.


By Jeffrey Daby (APC Consultant)

Dental Practitioners benefit to a much greater extent, in relation to many other business owners, form options available in qualified retirement plans today. "Why?" you may ask...the reasons are many.

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