Plan Sponsor Support

A successful retirement plan will reinforce an employer’s commitment to its employees and help it attract new talent. As the client’s plan’s advisor, ASSURE Financial Services provides advocacy, assistance and support.

Our firm provides a full range of services to support and expand the benefits of the plan for our clients and their employees with:

Proactive plan reviews

We help evaluate the plan’s performance and whether it is doing the best possible job helping participants prepare themselves financially for retirement, while meeting the needs of the plan sponsor.

Monitoring provider and program enhancements and industry trends

We communicate changes that may affect the plan and the employees, and keep our clients up-to-date on the latest trends and developments to ensure they are offering a competitive plan. We offer helpful industry-specific reports so our clients can compare their plan structure to those of others in the same industry.

Full fee transparency

As part of our commitment to full fee transparency, we provide a Retirement Plan Servicing Agreement to all clients. Not only does this document disclose exactly how we are compensated on each plan, it also outlines the full range of services we provide.

Service, support and problem resolution

ASSURE Financial Services is a valuable helping hand and source of support and information whenever our clients or their employees need assistance.

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