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
Blog
To determine your total retirement needs, you can’t just estimate how much annual income you need. You also have to estimate how long you’ll be retired. The longer you are in retirement, the more...
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...
America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...