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Employer Sponsored Retirement Plans

Associated provides full-service, employer sponsored qualified retirement plan administration and 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

401(k)
403(b)
457

Defined Benefit Plans

Traditional
Cash Balance

Additional Plans

Nonqualified Deferred Compensation Plans
Employee Stock Ownership Plans (ESOPs)
SIMPLE IRA
SEP IRA

Third Party Administration

Plan Design & Implementation
Defined Contribution Plan Recordkeeping & Administration
Annual Compliance Testing
Government Reporting
Defined Benefit Plan Actuarial Services & Administration
Consulting Services

Employee Financial Wellness & Education

Associated is proud to offer its clients access to WellCents, an ‘end-to-end’ worksite financial advice platform that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys, and employer reporting.

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212 FACTOR—Turning Pain Points into Boiling Points

The 212 Factor 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, and education. The 212 Factor 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. We take great pride in 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 is not to be ‘good’ retirement plan consultants. It 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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