Financial Solutions for Businesses of All Types and Sizes
Many moving pieces make up an employer-sponsored retirement plan, which is why many companies find that it is in their best interest to partner with a retirement professional who can provide assistance with a variety of plan- and participant-related activities, including administration, education, and general consultative services.
The experienced financial professionals at AssuredPartners Investment Advisors are dedicated to providing plan sponsors with the tools, training, and dedicated support needed to minimize fiduciary risk, enhance investment opportunities for employees, and provide ongoing due diligence to support a “best practice” retirement plan.
Our team can also help you retain your key employees with certain non-qualified plans and insurance such as:
- 162 Bonus Plans
- SERPS
- Deferred Compensation
- Key Person Insurance
- Buy Sell Insurance
Blog
You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...
The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...
Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...