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. 

Contact

Blog

Charitable Donation square edit
Charitable Giving
Wealth Management04/24/2024

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate...

Understand Economy Square
Understanding the Economy: It Depends Who is Doing the Measuring
Financial Wellness04/17/2024

You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...

View of money square
Keeping a Balanced View of Money
Financial Wellness04/10/2024

The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...

See All News