About Us
Partnership. Expertise. Innovation. Passion. Doing the right thing.
Who We Are
The need for professional retirement plan and investment advice - from an advisor you can trust - has never been greater. AssuredPartners Investment Advisors works with retirement plans every day. Our experience can help save you time, effort and worry.
With the retirement industry becoming more complex and regulated, today’s plan sponsors need more specialized services, including:
- Fiduciary and consulting support to help manage fiduciary requirements and risk
- Professional advice that will allow them to offer competitive employee benefits at a reasonable cost
- Access to robust data to use in benchmarking plans and investment managers
- More effective financial education programs for their employees
Our team of financial professionals have the in-depth knowledge, strong industry relationships, and vast network of resources to deliver the tools, training, and dedicated support needed to provide smart solutions that help people be better prepared today so they are more secure tomorrow.
Why AP Investment Advisors
Our financial professionals are autonomous, focused on addressing the unique needs of your plan.
Our advisors are able to deliver to your plan committee institutional quality due diligence on well-known investment managers, as well as in-depth research on leading plan providers.
We believe plan sponsors should know what they are paying and to whom.
We are fully dedicated to improving retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.
We seek to help you make better decisions and optimize your plan design and investment options. Services designed specifically for the needs of plan sponsors include fiduciary-level investment monitoring, plan and fee benchmarking, expedited investment policy statement (IPS) preparation assistance, education services geared toward plan committees, and management of vendor relationships.
Our Process
- Evaluation of outsourcing strategies
- Operations and administration processes
- Plan design
- Retirement plan diagnostic and benchmarking
- Rules and regulation / compliance
- Testing 5500 and reporting, signature-ready
- Participant communication and education
- Onsite activities / one-on-one employee meetings
- Ongoing education
- Investment policy review
- Investment committee participation
- Ongoing plan and investment monitoring
- Fiduciary education for the plan sponsor
Blog
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