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

Contact one of our experienced financial advisors today. 



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...

Financial Plan square
Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...

Early bird square
First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

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