Steven Kaye and AEPG Wealth Strategies Named Plan Adviser’s 2014 Top 100 Retirement Plan Advisers

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The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the financial industry.

For the second time, Steven Kaye and AEPG Wealth Strategies in Warren, NJ, have been named as one of Plan Adviser Magazine’s Top 100 Retirement Plan Advisers. AEPG is a nationally recognized leader in the area of pension and fee only investment management. Steven and the team at AEPG recognized the need for greater fiduciary responsibility in 401(k) plans early on, and, as a fee only advisory firm, have been on the leading edge of fee transparency in 401(k) plans. AEPG has been an ERISA fiduciary adviser and consultant for its clients for over a decade. As a comprehensive financial planner, benefits specialist, and an in‐house team of CFA Charter holders, AEPG takes a holistic approach to retirement plan needs

AEPG has also been at the forefront of retirement plan innovation and encourages education and participation of plan participants and measures success based on 3 areas: the percentage of participants contributing to the plan, the average deferral savings rate, and how participants are allocated. “Our goal is to obtain at least a 90% participation rate, an average 10% savings rate, and to ensure the majority of participants are properly invested in an appropriate target date or lifestyle investment,” says Steven Kaye. Kaye says he supports this by providing a deeper, more personalized education through one-on-one sessions to raise awareness of financial planning issues and how they relate to retirement savings.

About AEPG® Wealth Strategies:

For over 30 years, the clients of AEPG Wealth Strategies have benefitted from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: Financial Planning, Investment Management, Individual Insurance, Eldercare Planning, Group Insurance, 401(k) and Retirement Plan Solutions. For more information, visit

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Meaghan Hollywood
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