It Makes Good Business Sense to Give Employees the Best Tools and Expertise to Plan for Retirement

As you know, Associated Financial Group is a part of larger organization that includes Associated Wealth Management. Therefore, we can offer you greater expertise, a wider variety of plans and services that can be tailored to suit your requirements, and the best technology available (including online access).

Ongoing enhancement of your employee benefit package is a critical business consideration—one that affects your ability to recruit, retain and reward a winning employee base and keep your company successful. When it comes to your employee retirement plan, how you structure it and manage it is important to you and your employees, as is your choice of partners.

We take our duties as a Retirement Plan Provider to heart. In-house expertise, flexible and customizable plans and up-to-date technology—it’s all right here. Experience the difference we can provide versus the many alternatives available in today’s retirement plan marketplace:

• A local team of seasoned professionalsto manage the day-to-day details and respond quickly to questions from your management team and your employees.
• Complete in-house administration, recordkeeping and compliance services. Associated Wealth Management professionals will manage all aspects of your retirement plan hands-on. We don’t outsource these services to third parties — you’re always working directly with us.
• Your choice of Discretionary Trustee Services or Directed Trustee Services. Unlike many other plan providers, Associated offers a choice in how you can structure your trustee arrangement. We’ll work with you to help you make an informed decision and implement in a way that makes the best sense for your business.
• A variety of plan type choices to meet the varying needs of today’s businesses. Our options include Traditional & Safe Harbor 401(k) Plans, Profit Sharing Plans, Pension Plans, 403(b) Plans, 457 Plans and IRA Plans.
• Over 500 investment funds from nationally-known fund families, as well as the option to include Associated’s proprietary collective funds. We provide your plan with access to high quality mutual funds from companies you and your employees recognize and trust, as well as a menu of funds managed in-house by our Investment Management professionals.
• Comprehensive employee communications and account information, including phone and online account access, quarterly statements and investment newsletters, online account planning services, one-on-one participant consultations, and in-person enrollment sessions and education programs.
• A full range of financial opportunities for employees. Through our affiliation with Associated Bank, participants in our retirement plans have access to many additional financial services like free checking, discounts on banking services, educational savings plans and much more.