Retirement Plans

Our integrated approach to retirement planning  supports a personalized, actionable, and measurable retirement readiness strategy.

AssuredPartners LMC Financial Advisors

Employees are assuming greater responsibility for their future, including the reduction or elimination of pension benefits, uncertainty about the long-term health of Social Security, and longer life spans. As a result, many employees look to their employer’s retirement savings program to help them save and invest successfully.

AssuredPartners Financial Advisors can help you with your fiduciary responsibilities, promote retirement readiness for your employees, and support the overall effectiveness of your retirement plan with a complete array of fiduciary and non-fiduciary services:
  • Plan compliance and fiduciary support
  • Participant education and wellness
  • Investment support
  • Plan design support

Visit the AssuredPartners Financial Advisors website to meet the team and  learn more.