Being a financial advisor in today’s challenging economic climate is not just about picking a retirement plan. It’s about choosing the best plan for you and your clients and making sure that the administrative work such as contributions, distributions and plan processing are all handled correctly. Sometimes you may feel like more of a psychiatrist than a financial advisor, but you’re used to that.
Connecting clients with the strategic partners and resources to help them run their business puts you in the center of the action and on the firing line. Your clients look to you for guidance and you need to have a recommendation that will seamlessly fulfill their needs while helping you do your job more efficiently. At Associated HCM, making you look good is part of our job.
Associated HCM has been helping financial advisors and their clients streamline their payroll, human resources, time and attendance and retirement plan integration since 2006. With thousands of clients nationwide, we act as your locally owned resource with the highest client retention and satisfaction rate in the industry. Our Certified Payroll Professionals, not data entry clerks, assist you and your clients with the expertise demanded in today’s marketplace.
- Administrative ease of payroll deducted retirement plans.
- Handle 401(k) submissions for your clients on a per payroll basis.
- We will indicate the funds transfer from the client to the investment provider.
- We provide the client’s TPA with the year-end census.
- Access free quarterly HR webinars/seminars.
- Attend free partner appreciation events and network with accounting, TPA, banking and insurance professionals.
- Take comfort in knowing your clients are well taken care of.