employer services

For Employers

employer services

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

Contact one of our experienced financial advisors today. 

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Blog

Annuities Planning Meeting
07/10/2024

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

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Caring for Your Aging Parents
Personal Planning05/15/2024

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are...

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Fundamental Concepts for New Investors
Personal Planning05/08/2024

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem...

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