About Us

American Economic Planning Group (AEPG) disigns and manages a wide range of financial incentive plans as part of your company's benefits package, including: - Pension and profit sharing plans such as 401(k), defined benefit, target benefit and defined contribution plans - Deffered compensation plans, both funded and unfunded, plus various executive bonus plans - Welfare plans and benefits trusts - VEBA's, SEP's and SERP's - Medical benefits plans - IRA Rollovers - Employee Benefits Communications, Seminars and Booklets - Employer provided Financial Planning or Estate Planning as an Employee Benefit for Executives. American Economic Planning Group, Inc. custom designs your company pension and benefits plans to work for you in real life. We study your entire operation beyond the tax and funding aspects to integrate the plan with your everyday business and personal activities. Whether you are a small business needing a simple standardized plan or a public corporation with more complex benefits and pension needs, AEPG offers solutions for your situation and the capability to handle all phases of the plan: -Design-- Your pension plan will be structured according to your needs using AEPG's broad resources, expertise, and creativity after understanding your goals. -Installation-- AEPG can handle all aspects of implementing your plans. We will hold on-site employee meetings and work with your in-house staff. We will process all necessary documents and government submissions. -Administration and Reporting-- AEPG offers personal service and daily maintenance of your benefits and pension plans through its extensive staff of professionals, managers and qualified specialists. Perhaps working with your Third Party Administrator (TPA). -Monitor and Modify-- Just as our staff monitors the ongoing financial, legal and tax regularory changes through continuing education and professional seminars, AEPG monitors your plan's ongoing progress, costs and coverage. If warranted, we modify its structure to comply with your goals.