For Employers
We help employers of all sizes optimize and make informed decisions about their retirement plan, while improving the retirement readiness of their employees.
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
Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...
In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...
According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...