ESTABLISH & GROW YOUR RETIREMENT PLAN BUSINESS

BANKS

HANDS-FREE EXPERTISE

APB Retirement is a nationally recognized provider of full-service, private-labeled retirement plan solutions to the bank and trust community.  

As your retirement plan partner, APB works with you to design the product and service structure that best meets the needs of your institution. We can take the lead or take on more of a back-office approach.  

We work together to determine the services that best complement the services that banks want to or needs to provide. For example, the bank can assume all investment services for the plan sponsors or can delegate that to one of APB's investment partners.

Our Managed Account Program (MAP) is a uniquely personalized, manage-it-for-me approach to saving for retirement. Our MAP solves for each person’s unique retirement income funding goal and implements a savings strategy to help them reach it.

Our program requires no outlay of capital by the bank and we can have you up and running with your first plans in a very short period of time.

FORGET COOKIE-CUTTER

A retirement plan should be designed to help your clients meet their goals. Whether you need a bundled or unbundled solution, we have a plan that's right for you.

 

Unbundled | We offer TPA only services where we can partner with other recordkeepers

 

Bundled | Offer a streamlined experience where we serve as both third party administrator and recordkeeper
with an ELITE PLAN from APB Retirement.

Each of our solutions offer varying levels of support and protection, find out which is best for you.  

SELECT YOUR GOAL: 

RECORDKEEPING

APB provides all plan recordkeeping services utilizing the FIS Relius platform and web technology. 

ADMINISTRATION

Full compliance package is included along with a 3(16) Administration option. 

ASSET CUSTODY 

APB's product allows you to outsource custody and paying agent services to MidAtlantic Trust.  

PRIVATE LABELING 

With APB, you get completely brandable client deliverables, websites and participant statements. 

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MOBILE APP + PARTICIPANT RESOURCES  

Our new client-branded mobile app is available through the Apple Store and Google Play. Key features include account balances and details, investment information, personal rates of return, contribution history and in-app messaging. 

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Cost-Effectiveness
Owner Maximization
Plan Design Flexibility
Fiduciary Outsourcing
ELITE ESSENTIAL

ELITE ESSENTIAL is a feature-rich solution that offers expert administration and fiduciary protection without breaking the bank.

Cost-Effectiveness

Owner Maximization

Plan Design Flexibility

Fiduciary Protection

LET'S TALK

OUR JOB IS TO MAKE YOUR JOB EASIER