Retirement Plans

Comprehensive, cost-effective benefit services

Choose Associated for independent, comprehensive management of your organization’s retirement benefits and investments. Our open consulting platform means you can select our proprietary plans or a third-party plan provider. From there, we make employee communication, plan administration, investment and regulatory compliance easy.

Retirement Plans and Pensions

Defined contribution plans, defined benefit plans and nonqualified plans are all available. Let us help you with selection, administration and compliance issues such as ERISA bonding.

Investment Newsletter

Our quarterly newsletter, Economic and Investment Environment, offers in-depth analysis of current market trends. See a quick summary of key points, or read the most recent issue.

Educational Webinars

Use our brief, convenient webinars to convey important retirement planning concepts to your employees.

eLine Newsletter

Free newsletters from Associated Financial Group help your organization assess human resources needs, better manage benefits programs and understand compliance requirements. View archived issues and sign up for your free subscription.

Non-Deposit Investment Product Disclosures

Knowledge Center