APEX Benefits Administration

APEX Benefits Administration is a 401(k), 403(b), and defined benefit plan administrator serving Richland, Kennewick, Pasco, Walla Walla, Benton county and Franklin county.  We are currently Southeastern Washington's sole fee only, third party administration firm that does not handle investments or insurance. We have numerous clients in the Pacific Northwest region as well as in 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/or employee benefits.

After personally meeting with and listening to our clients, APEX Benefits Administration generates plan documents, completes regulatory filings & handles annual administration.  Our administrators are assigned specific clients who they get to know individually and continue to work with year to year.

When using a 401(k) plan, the investment company, and a local advisor, provide employee meetings, daily valuation platforms, accounting for each employee by money source, employee investment forms and assistance to trustees when moving money between investment vehicles. This helps limit trustee liability.

At year end, APEX Benefits Administration requests payroll and investment information from the employer - or in many cases we are able to automatically download investment statements - to process year end testing, ERISA statements and 5500s.

APEX Benefits History

APEX Benefits Administration began when Michael and Dian Atchison purchased a Hicks Pension Services franchise in 1983, for the Chico/Redding area in California.  After transitioning to the Pacific Northwest in 1996, the business operated as Nicholas, Hicks, & Atchison establishing over 500 plans.

In 2004, a new administration office was opened in the Tri-Cities, WA – APEX Benefits Administration. Over 200 plans have already been administered from the new office.  We moved into our current location in the Queensgate Complex in November of 2007.  We have truly appreciated the support of the local community as APEX Benefits Administration continues to reach new heights in pension administration.