Retirement Plan Services

Retierment PlanningThe design, execution and administration of qualified retirement plans is one of the specialties of AssuredPartners Northeast. Our goal, as a Preferred Pension Administrator, is to create an impartial team of advisors and administrators to educate our clients in the best ways to manage their fiduciary responsibility and minimize their liability.

Our team of enrolled actuaries, ERISA attorneys and plan consultants provide retirement plans with all necessary resources and experience covering all functional aspects in the retirement plan arena. This independent approach affords us the ability to work in the best interests of our clients.

AssuredPartners Northeast has an in-house Administration & Operational Support team that offers the following services:
  • Preferred Pension Administrator (PPA)
  • Research, design and implementation
  • Employee educational resources
  • Custom-designed quarterly statements
  • Employee enrollment meetings
  • Daily client contact
  • Account managers on staff
  • HR support
  • Direct link to recordkeeping systems
  • Investment policy statement strategies
  • Recordkeeping only services

Securities offered through Pensionmark Financial Group, LLC.  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).


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