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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 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 APIA

Why AP Investment Advisors

Our financial professionals are autonomous, focused on addressing the unique needs of your plan.

Our advisors are able to deliver due diligence on well-known investment managers, as well as in-depth research on leading plan providers to your plan committee.

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

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

Contact one of our experienced financial advisors today. 

Contact

Blog

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Estimating Your Retirement Income Needs
Wealth Management06/19/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...

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Social Security Retirement Benefit Basics
Personal Planning06/12/2024

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor,...

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3 Tips for Repaying Student Loans
Personal Planning06/05/2024

With student loan payments restarting and prices for household goods now higher than ever, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

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