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, or Buy Sell Insurance.

If you're looking for personal wealth management, life insurance or need assistance with enrolling in your employer's retirement plan, we can help.  Visit our website for a comprehensive listing of all of our services.


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