Objectivity and Attention of an Independent Advisor, Strength and Resources of a National Leader
Plan sponsors place high value on performance and trust in a relationship. That’s what you get with AssuredPartners Colorado (AP CO), an independent advisory practice with the back office resources of Pensionmark, which is one of the largest providers of retirement plan consulting in the country. Our intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.
On Benefits to Sponsor
The AP CO advisory team empowers and equips plan sponsors by providing the high touch experience and expertise of a boutique practice with the back office resources of the nation’s largest qualified plan organization. With the back office running on high-octane, we can concentrate on developing the individualized strategies and high-touch relationships specifically tailored to your organization. As a plan sponsor, that translates to the welcomed confidence of:
- Metrics on investment reviews, plan compliance, fee and service benchmarking
- Expertise in fund selection, shared knowledge and applied analysis
- Non-alignment with any single plan provider for impartial, objective, balanced advising
On Advisor Performance
The AP CO team has been recognized in the retirement plan consulting field by achieving the highest marks, such as the Top 300 Most Influential Advisors, the winner of the 2012 Excellence Award, the winner of the 2013 Excellence Award for plan consulting, along with the 2017 award from the National Association of Plan Advisors for one of the top advisors under the age of 40.
- Highest strategic and tactical expertise in the industry
- Professional energy, efficiency and effectiveness
- Inspired to listen, understand, interact in a meaningful way
- Deliver best practices and execute with discipline
- Seasoned management team awarded for excellence
On Technology Resources
AP CO maintains full plan accountability through detailed systems and procedures governed by our robust technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations. Count on these technology benefits:
- Fiduciary Fitness Program for holistic plan compliance to protect fiduciaries
- Pensionmark Retirement Group to deliver metrics on fund performance, fund managers, and investments.
- Comprehensive Participant Financial Wellness Program
Knowledge. Expertise. Ingenuity. That’s AP CO Services.
Why do Plan Sponsors prefer AssuredPartners Colorado? Because you can’t put a price on peace of mind.
For More Information
If you are interested in learning more or you have any questions, please call 303-863-7788 and ask for Chris Strother.
Pensionmark Financial Group, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark Financial Group, LLC may also be registered representatives of CapFinancial Securities, LLC (member SIPC).