Participant Outcomes
We are dedicated to improving retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.
Committed to Your Employees' Success
Retirement plan participants often struggle with decisions about how to invest their retirement assets. Knowing exactly what they’re doing and why are key ingredients to long-term success. But how do we help ensure they have this level of clarity?
The journey toward retirement success requires discipline, prudence and ongoing learning about investing. AssuredPartners Investment Advisors offers ongoing investor education designed to help your employees navigate crucial investment decisions and provide them valuable guidance to help make smart choices. We also serve as a resource for all employees to answer any questions related to Investments, Retirement Planning, Financial Planning, and any individual needs they may have.
Our participant services include:
Develop and deliver on-going employee education
- Articles and newsletters
- Webinars and seminars
- Videos
Group education meetings
- Focus on plan enrollment
- Economic and investment overview
Optional 1-on-1 meetings for individual coaching and motivating
Optional Financial Wellness program
- Importance of saving
- Nearing retirement
- Behavioral finance
Blog
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More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity's Magellan Fund, and during...
Americans, on average, estimate that they would need to make $233,000 per year to feel "financially comfortable" or "secure with their finances." And to be rich and achieve financial freedom, they...