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.
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.
Money Purchase Pension
Traditional Defined BenefitCash Balance
Nonqualified Deferred Compensation PlansEmployee Stock Ownership Plans (ESOPs)SIMPLE IRASEP IRA
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
Fiduciary Briefcase to store documents electronicallyCommittee CharterMeeting Minutes
Fiduciary Investment Reviews
Fiduciary Training for Trustees
Fiduciary Plan ReviewQuarterly Overview of Fiduciary Hot Topics
Review of Plan Documents to Meet Plan Objectives
Process to Select, Monitor, Evaluate & Replace Investment FundsInvestment 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!
Focus on Participant Outcomes
Social Security Planning
Empower Employees Through Knowledge
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.
Rightsizing for Retirement