Over the last decade, Congress has passed a wide range of legislation, making continual review of retirement plans essential. We help our clients maximize plan efficiency and compliance through independent, objective fiduciary plan review along with consistent annual reviews of plan design and operational features.
In these times of change, it is critical that the legal, compliance and design aspects of a plan are current. That is why it is important to partner with a firm that understands the design and operational features of your company’s plan. Our consultants can work with you and your plan’s service providers to focus on:
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member/FINRA/SIPC. Some insurance products offered through LPL Financial or its licensed affiliates. Associated Financial Group, LLC (“AFG”), Associated Bank, N.A. (“AB”) and Associated Banc-Corp (“AB-C”) are not registered broker/dealers and are not affiliated with LPL Financial.
Insurance products are offered by licensed agents of AFG. AFG is a wholly-owned subsidiary of Associated Bank, N.A. (“AB“). AB is a wholly-owned subsidiary of Associated Banc-Corp (“AB-C“). AB-C and its subsidiaries do not provide tax, legal, or accounting advice. Please consult with your tax, legal, or accounting advisors regarding your individual situation. AFG‘s standard of care and legal duty to the insured in providing insurance products and services is to follow the instructions of the insured, in good faith.