Integrated Retirement Plan Solutions
Delivering personalized, comprehensive retirement plans that meet regulatory requirements and empower employees.
For over 50 years, Associated Bank has built long-term relationships through excellence in our retirement plan solution. We provide a robust plan that meets regulatory requirements and offers employees the tools for a secure retirement. Our dedication makes us a trusted partner in the industry.
Our Approach
We offer a comprehensive, outcomes-based approach to relieve employer burdens and produce results for employees. Our tailored solution helps organizations and individuals achieve their goals by attracting and retaining top-performing workforces.
Our full-service provider approach for plan sponsors provides a comprehensive, fiduciary focused outcomes-based solution led by a team of professionals who specialize in retirement plans and has extensive industry experience.
Why Choose Us
- Experienced Professionals: Our team specializes in investment management, plan design, compliance and administration.
- Outstanding Service: Our top priority is service excellence, with locally based and accessible retirement teams.
- Disciplined Investment Management: We follow an objective screening process, seeking investments with above-average returns, less volatility and solid downside protection.
- Participant Outcome Improvement: We analyze and benchmark plan metrics, offering automated design features, creative employer contribution formulas and effective employee engagement strategies.
- Fiduciary Risk Management: As the ERISA §403(a) discretionary trustee and ERISA §3(38) investment manager, we reduce sponsors' fiduciary responsibility and mitigate their risk.
Speak with a Relationship Manager today.
Wherever you see yourself in the future, we'll be here.
800-431-4649
Monday through Saturday
Closed Sunday and holidays
Frequently Asked Questions
What are the benefits of choosing the integrated solutions offered by Associated Bank?
Our integrated solutions provide a one-stop solution for all your retirement planning needs. By consolidating services like participant recordkeeping, asset management, plan design and implementation under one roof, we aim to simplify management, ensure compliance, and provide a seamless experience. Our dedicated professional team is always ready to provide personalized service and guidance.
What types of retirement plans are available through Associated Bank's integrated solutions?
We offer a variety of retirement plans including 401(k) and 403(b) plans, Profit Sharing, Money Purchase Pension, Target Benefit, Age-based or Cross-tested Profit Sharing, Pension Plans, and Non-qualified Deferred Compensation Plans. Our goal is to provide flexible options to meet the diverse needs of our clients.
How does the investment management process work?
Our investment management process is built on a disciplined approach to ensure a broad spectrum of investment options suitable for different risk-and-return profiles. We offer a diverse range of funds through our Managed Mutual Fund Program and Associated Collective Funds, aiming to provide a balanced portfolio that aligns with your long-term financial goals.
Why consider Associated Bank as an ERISA §403(a) discretionary trustee for your retirement plan?
Officers of a sponsor organization are fiduciaries and can be held personally liable for fiduciary missteps with their retirement plans. Plan sponsors need a qualified partner like Associated Bank who is assigned responsibility in the plan document to operate in compliance with the law and act in the best interest of plan participants.
What tools are offered to plan participants to assist in plan adoption, engagement and education?
Our objective is to assist participants in reaching financial independence, so every plan at Associated Bank receives extensive participant services. We encourage employee engagement at every step along their road to retirement.
Participants have access to extensive information and tools including; customized enrollment materials, virtual and in-person group meetings, pre-recorded presentations, individual consultations, printed and electronic media, informational videos, online calculators, online access to their account through Associated Retirement Online or through our Associated Retirement Online App in Google Play or the Apple Store.
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)