Broker Check

Team

APS Professional Services

APS professional services are truly comprehensive. We handle all the documentation, from initial plan preparation and annual administration, to plan management and ensuring legal and fiduciary compliance. APS provides ongoing employee education and enrollment services and offers one-on-one consultations for individual employees.

Frederic F. Hoffman, III, AIF®
 

Principal

224-324-3010

847-394-9905

[email protected]

Fred founded Associated Pension Services, Inc., a full service pension consulting firm, in 1988. He graduated from the University of Illinois in 1983 with an MBA in Finance. Fred’s professional licenses and designations include...

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Joseph E. Carroll, CFP®, AIF®
 

Plan Design Consultant

224-324-3013

(847) 394-9905

[email protected]

Joe joined the Associated Pension Services, Inc. team in 2008 after being in the financial field for over 30 years. After graduating from DePaul University in 1985 he was a bond trader at the Chicago Board of Trade for 20 years. His...

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Plan Compliance

As Plan Compliance Managers Judi and Michelle act as overall case managers and primary Associated Pension Services, Inc. contacts. They are responsible for annual plan administration as well as IRS and DOL compliance for our clients.

Judith R. Song, ERPA, APA

Plan Compliance Manager

224-324-3002

847-394-9905

Michelle P. Webber

Plan Compliance Manager

224-324-3004

847-394-9905

Fiduciary Services

All of our retirement plans are designed and managed by Associated Pension Services, Inc., and meet the requirements of the Internal Revenue Service codes, as well as IRS and the Department of Labor compliance requirements.

Participant Services 

Our participant services team has over 40 years of combined experience educating and helping plan participants navigate all the components of their retirement plans. They educate your staff regarding compliance requirements, process necessary paperwork, including loans and hardships, as well as educate your participants about their available retirement investment options. They can also help establish rollover accounts for participants who have accrued balances from prior employer plans.

Julie W. Segerson

Participant Enrollment Services

224-324-3011

(847) 394-9905

Cathy Rabin

Participant Distribution Services

224-324-3005

847-394-9905

Kym Ehlebracht

Participant/Plan Services

224-324-3008

847-394-9905

Mary Ellen Nix

Participant Processing Services

224-324-3007

847-394-9905

APS Operations

Cathy Rabin

Office Administration

224-324-3005

847-394-9905

Rhet O'Neill

Director of Operations/Marketing

847-394-9901

847-394-9905