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
847-394-9905
fhoffman@associatedpensionservices.com
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...
Joseph E. Carroll, CFP®, AIF®
Plan Design Consultant
(847) 394-9905
jcarroll@associatedpensionservices.com
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...
Plan Compliance
As Plan Compliance Managers Judi acts as overall case managers and primary Associated Pension Services, Inc. contacts. She is responsible for annual plan administration as well as IRS and DOL compliance for our clients.
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.
Frederic (Eric) F. Hoffman, IV - AIF®, CPFA, APR
DOL Compliance/Fiduciary Services
847-394-9905
ehoffman@associatedpensionservices.com
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
(847) 394-9905
jsegerson@associatedpensionservices.com