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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November Insights: Was that Necessary?
Perspectives11/08/2024

Was that Necessary? A common retort to anyone raising teenagers or working with a difficult coworker might be, “Was that necessary?” If I were Federal Reserve Chair Jerome Powell, I would be asking...

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The Era in Which You Started Saving Affects How You Invest
Wealth Management11/06/2024

In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring...

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How Much Do Elections Affect the Stock Market?
Personal Planning11/01/2024

As we near the upcoming election, you've probably seen some pretty dramatic predictions about what will happen to the economy if one side or the other wins. While the outcome of this particular...

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