Retirement Consulting
Retirement services and 401(k) questions can be confusing. Now you can turn to the trusted professionals at Asset Pros for all your group’s retirement plan needs.
Is your coverage up-to-date?
Contact us about:
- Plan design analysis
- Selection and monitoring of investment options
- Participant education
- Due Diligence, objective recommendations and monitoring of administration
companies - Fiduciary Liability analysis
- Independent analysis of vendor proposals
The Asset Pros team strives to help company owners and employees maximize the benefits of their Retirement Plan while minimizing the costs and frustrations. Asset Pros Pension Department provides services to businesses ranging in size from a single employee to large companies.
Our highly qualified, experienced professionals will evaluate your business approach, budget and staffing to establish and maintain the type of retirement plan and investment options that best fit your needs. With a myriad of choices available – from simple to complex, inexpensive to costly and flexible to restrictive – our professionals can help you successfully make sense of all the options.
What our customers say*
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“Asset Pros is a great company that has very knowledgeable people with a quick response. We are very happy to be getting more coverage for our insurance dollar. Many wonderful friendships have been made over the years with Asset Pros.”— Lyndal Watts, Watts Vault & Monument Co.
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“Deb McCauley, thank you so much for coming last night. I think it made all the difference. Again, you are awesome to work with, thank you! ”— Lisa Grossman, City Administrator, City of Panora
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“You are always looking out for us – and we appreciate it very much!!!”— Cindy Bancroft - Speck USA
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“It was very important to me to find an insurance agent who I could trust and who would understand my needs. After submitting a lengthy and difficult claim, their attention and assistance was outstanding. Asset Pros has taken the worry out of insurance.”— Jane Sesker, Certified Independent Health Coach
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“David has always done the job for us at King's Delivery. He is always ready to go the extra mile for us.”— Jerry King, King’s Delivery, Owner
Make sure
you're covered.
If it's been longer than three years, you need a policy review to make certain you are not over or underinsured.
