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Employer Sponsored Retirement Plans

Associated provides full-service, employer sponsored qualified retirement plan consulting that takes the confusion out of plan administration duties and the decision-making process by providing our clients with the consulting and technical service they need.

We provide the education and resources companies and their employees require to prepare and take on their retirement challenge. Our team of experienced professionals, some with many years of experience in the pension and retirement field, are committed to providing our clients with friendly and responsive personalized service of superior quality. 

Our Services

Partnering with Associated ensures that your company’s and employees’ needs will be met. We provide a full range of retirement plan services acting as advisor and/or administrator.

Defined Contribution Plans


New Comparability 

Safe Harbor

Money Purchase Pension

Profit Sharing

Defined Benefit Plans

Traditional Defined Benefit
Cash Balance

Additional Plans

Nonqualified Deferred Compensation Plans
Employee Stock Ownership Plans (ESOPs)

Executive Benefits

Plan Consulting 

Plan Design & Implementation

Defined Contribution Plan Consulting

Defined Benefit Plan Consulting 

We work closely with the Administrator to ensure that compliance requirements are satisfied including:
Annual Compliance Testing, Government Reporting & Recordkeeping

Plan Governance

Fiduciary Briefcase to store documents electronically
Committee Charter
Meeting Minutes

Fiduciary Investment Reviews

Fiduciary Compliance

Fiduciary Training for Trustees

Fiduciary Plan Review
Quarterly Overview of Fiduciary Hot Topics

Review of Plan Documents to Meet Plan Objectives

Investment Analysis

Process to Select, Monitor, Evaluate & Replace Investment Funds
Investment Policy Statements

Target Date Fund Analysis/Consulting


Are Your Plan Fees Reasonable? 
Are Your Plan Demographics and Objectives Aligned with Your Current Provider?  

Let Us Take A Look!

Employee Education

Focus on Participant Outcomes

Group Presentations

Social Security Planning 

Medicare Planning

Empower Employees Through Knowledge

Individual Consultations

212 fa(K)tor —Turning Pain Points into Boiling Points

The 212 fa(K)tor is the extra Associated touch that separates us from other advisors. Most qualified retirement plan advisors have similar service models focusing on fees, funds, fiduciary requirements, and education. The 212 fa(K)tor is a combination of our dedication and commitment to the retirement plan space. It is the extra effort that makes all the difference.

At 211° water is hot. At 212°, it boils. And with boiling water, comes steam. And with steam, you can power a train. That one extra degree makes all the difference. This is the difference we bring into the retirement plan service model: being proactive, responsive, accountable and communicating clearly. These things elevate a 211° Retirement Plan to a 212° Retirement Plan. We give your retirement plan that extra degree of service that turns your pain points into boiling points.

Our goal as retirement plan consultants is to make a positive difference while providing the precise solutions that create value benefitting both employers and employees.

Focused on forming comprehensive, tailored plans for its clients with a family-driven approach

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