Professional Service... On a Personal Level

For Over 30 years Hundreds of Clients Trust Alaska Pension Services, Ltd. With Their Retirement Plans

History of Success
With decades of combined experience in retirement plan design and administration, the pension professionals at Alaska Pension Services, Ltd. have been helping Alaskan businesses with their retirement plans since 1978. We are experts in the design, administration, government regulation and many other factors that impact your retirement and employee benefit programs.

Client Centered Focus
Alaska Pension Services, Ltd. was formed to respond to a need in the community to provide comprehensive professional services in the qualified retirement plan area. We provide consulting and administrative services to plan sponsors.

Our staff of pension professionals and support personnel includes people with backgrounds in accounting, actuarial services, pension consulting, and trust administration. Six members of our professional staff have earned professional credentials from the American Society of Pension Professionals and Actuaries(ASPPA); five of whom have more than 15 years of experience in the pension industry.

We provide qualified plan design, implementation, administration and termination services for a wide variety of clients and types of plans. Having been in operation since 1978 and with over 250 clients in Alaska and the Pacific Northwest, we are the oldest and most experienced independent retirement plan consulting firm in Alaska. We are not involved in any way in trust asset management or product sales, and we do not serve as plan fiduciaries. Alaska Pension Services, Ltd. was recognized as one of Anchorage's most family friendly workplaces, by winning the Work/Family Award for the Small Business Category, which is sponsored by Success By 6.

Our Mission
The philosophy and mission of Alaska Pension Services, Ltd. can be summed up very simply; it is to be the best firm in our profession.

Seeing is Believing
Look to APS for customized retirement plans. You won’t find a “cookie cutter” approach here. APS principals work directly with clients to develop retirement plans tailored to the special needs of business owners, managers, and employees. Our plans are as individual as the people for whom we design them.

 Executive team:

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Karen Jordan, CPC, QPA, QKA, ERPA
President

For over thirty years, Karen Jordan has helped her clients prepare for the future. Karen’s dedication, expertise and creative approach to pension plan design set her apart in a continually evolving industry. Karen is a Certified Pension Consultant (CPC), a Qualified Pension Administer (QPA), a Qualified 401(k) Administrator (QKA), and an Enrolled Retirement Plan Agent (ERPA). She has been the president of Alaska Pension Services since 1987.

Looking for new adventures, Karen made the journey to Alaska in 1979 with a BS in Mathematics and seven years experience in the pension business at William M. Mercer, Inc. of Minneapolis. She joined APS in 1982, where she continues to help clients navigate the challenges of retirement planning. Karen was past President of the American Society of Pension Professionals and Actuaries (ASPPA) and continues to serve on its standing committees. She is the 2008 ASPPA Harry T. Eidson Founders Award Recipient, the highest award given by ASPPA. She is also a frequent speaker locally and nationally on retirement plan issues.

In 1998, Karen was appointed by the Speaker of the US House of Representatives as a delegate to the National Summit on Retirement Savings. She is a founder of the Anchorage ERISA Forum, past president of the Anchorage Estate Planning Council and currently serves on the Investment Advisory Commission of the Municipality of Anchorage. Karen is a member of the Anchorage East Rotary Club and serves on the Board of Girl Scouts of Alaska.

Karen is an active member of the Anchorage community, competing with Alyeska Ski Club Masters and swimming with the Alaska Club Masters. She also enjoys golfing and reading.
 

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Professional support staff:

Gail Engblom, CPC, QPA, QKA, ERPA Vice President of Operations Joined firm in 1986 Jan Holsinger, QPA Account Executive Joined firm in 1986 Cassie Jeremias, QKA Account Executive Joined firm in 1994 Julie Goodwin, QKA Account Executive Joined firm in 2007 Shirleen Noble, QPA, QKA Account Support Specialist Joined firm in 1987 Terry Archibald Assistant Pension Administrator Joined firm in 2006

Briana Laundry Assistant Pension Administrator Joined firm in 2006 Julie Mayer Assistant Pension Administrator Joined firm in 1997 Lana Persson Trust Accounting Specialist Joined firm in 2008 Marlene Thompson Office Administrator Joined firm in 2000 Kimberly Jasper Administrative Assistant Joined firm in 2011