About American Pension Advisors
American Pension Advisors is a Financial Services company based in Indianapolis (United States) founded in 1997, and was acquired by CBIZ in July 2023. Retirement plan advisory services are provided to businesses nationwide. The company has 16 employees. Its chief executive, as recorded, is Jerry Grisko. American Pension Advisors offers products and services including Actuarial Services, Tax Services, and Advisory Services. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its legal entity is AMERICAN PENSION ADVISORS, LTD. Its competitors include MetLife, Pacific Life and Voya Financial.
Company details
American Pension Advisors was established in 1997 in Indianapolis, United States, within the financial services sector. Retirement plan administration and consulting are handled for employers and participants, including plan design, compliance, and investment guidance. Operations focus on defined benefit and contribution plans, with support extended across various U.S. regions. Leadership is directed by CEO Jerry Grisko, ensuring regulatory adherence and participant education.
- Headquarters Indianapolis, United States
- Employees 16
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website apapensions.com
- Social LinkedIn Facebook
- Acquired by CBIZ (Jul 2023)
- Legal Name American Pension Advisors, Ltd.
Products & Services of American Pension Advisors
American Pension Advisors offers a comprehensive portfolio of products and services, including Actuarial Services, Tax Services, and Advisory Services.
Helps optimize pension and health care plans for risk mitigation
Provides business tax and international tax consulting solutions
Offers guidance on risk, growth, and business transformation strategies
Investors in American Pension Advisors
American Pension Advisors has secured backing from 1 investor. Prominent investors backing the company include CBIZ.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accounting, payroll, tax, and advisory services are provided by CBIZ. | 1987 | cbiz.com | Cleveland, United States |
Investor details for American Pension Advisors
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People of American Pension Advisors
1 people are tracked at American Pension Advisors (1 in leadership); the tracked headcount is 16.
| Name | Role | Group |
|---|---|---|
Jerry Grisko | CEO | Leadership |
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Timeline of American Pension Advisors
2 dated milestones of American Pension Advisors across 26 years, from founding to its latest funding, stage changes and deals.
- Founded American Pension Advisors is founded.
- Exit Acquired by CBIZ.
Competitors of American Pension Advisors
American Pension Advisors has 3 listed competitors in our database. They include MetLife, Pacific Life and Voya Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | ||
| pacificlife.com | 1868 | Newport Beach, United States | 3,138 | Insurance company | ||
| voya.com | 1999 | New York, United States | 6,839 | Provider of pension fund for the employees based out of the US |
Detailed competitors of American Pension Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as American Pension Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about American Pension Advisors
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Frequently Asked Questions about American Pension Advisors
American Pension Advisors was founded in 1997.
American Pension Advisors is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Jerry Grisko is the CEO of American Pension Advisors, as recorded in our data.
American Pension Advisors has 16 employees.
American Pension Advisors was established in 1997 in Indianapolis, United States, within the financial services sector. Retirement plan administration and consulting are handled for employers and participants, including plan design, compliance, and investment guidance. Operations focus on defined benefit and contribution plans, with support extended across various U.S. regions. Leadership is directed by CEO Jerry Grisko, ensuring regulatory adherence and participant education.
American Pension Advisors's top competitors include Pacific Life, MetLife and Voya Financial.
American Pension Advisors offers Actuarial Services, Tax Services, and Advisory Services.
American Pension Advisors has 1 investor. Key investors include CBIZ.
American Pension Advisors operates through American Pension Advisors, Ltd..
Yes. American Pension Advisors was acquired by CBIZ in July 2023.