APEX Benefits Administration is a 401(k), 403(b), and defined benefit plan administrator. We are currently Southeastern Washington’s sole, fee only, third party administration firm that does not handle investments or insurance. We service Richland, Kennewick, Pasco and Yakima, and extend into Walla Walla, Grant, Benton and Franklin counties. We have numerous clients in the Pacific Northwest region as well as the greater Tri-Cities area. We work with CPAs and investment brokers, to design retirement plans that will provide businesses with maximum tax savings and employee satisfaction.
A 401(k) plan allows your employees to participate in a company retirement fund. Does your plan allow your employees to put money in on a pre-tax or an after-tax basis? Does your plan require key employees to restrict their contributions or get refunds at the end of the year? APEX will design a plan to fit your company’s needs.
Does your company have a plan that is specialized or outdated? APEX can assist Non-Profit Agencies, Quasi-Governmental Agencies and other entities with special circumstances. We know the tax laws related to your organization’s particular criteria. Because we understand which retirement plans are available to you, we will design them to maximize the benefits of your employees.
Business owners who are over 50 and would like to make tax deductible contributions of $80,000 to $250,000 into their retirement plans may be able to do so utilizing a Defined Benefit type of plan. These plans are attractive to small business owners with 1-20 employees. They can provide considerable tax savings for the business owner.
Our Mission – Reliable service and innovation are foundations for the mission of APEX Benefits Administration. We provide our companies with retirement plans that optimize employee satisfaction and provide the employer maximum liability protection and tax benefits.