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
According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...
The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...
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...