"I have been in this business for over 20 years and Associated Consulting Group is the best firm I've ever worked with...The big consulting houses talked down to us and didn't listen to our concerns...Associated Consulting Group listens."
All Associated Consulting Group programs are tailored individually for each client. We use the following steps to help clients achieve their objectives:

1. Identifying Corporate Objectives

Before designing a program, Associated Consulting Group works closely with each client to understand business needs and objectives. Short-term and long-term financial goals and obligations are examined. We consider the needs of executives and other key employees and evaluate the impact of legislation and tax laws on the business.

2. Current Program Evaluation

We review each client's existing programs to determine if they are consistent with corporate goals and competitive with other industry programs. Frequently, we can increase the value of benefit programs without increasing cost.

3. Program Development

Associated Consulting Group programs and investments are designed and modified to meet each client's particular needs and goals. When a program is developed to our satisfaction, we prepare a detailed written proposal and present it to our client for review.

4. Implementation

Associated Consulting Group prepares all documents, sets up computer files for plan administration, and develops plan descriptions for participants. Our comprehensive orientation program enrolls employees and educates them about their programs.

5. Plan Administration

Our actuarial and administrative staff keep programs operative. Plan benefit statements are distributed to management and participants regularly. Appropriate documents are prepared and filed with the Internal Revenue Service.

6. Employee Communication

A program is truly successful only if employees understand their benefits and appreciate the full value of management's investment. Our orientation programs comprehensive handbooks educate employees about their benefits. Individual financial statements are prepared regularly and distributed to participants.

7. Follow-up

Associated Consulting Group continues to monitor and re-evaluate all programs. We make sure to remain consistent with business objectives and keep pace with social, economic, and legislative changes. We modify a program whenever necessary to meet the needs of clients and to achieve financial goals. Our professional services are available to clients continually throughout the year.
 

Other Services

"Associated Consulting Group offers clients sophisticated guidance in all areas that pertain to attracting, motivating, and rewarding their employees."

Actuarial Consulting

Associated Consulting Group Trust helps management asses its financial obligations in areas of vital concern to the business. We analyze benefit programs, organizational changes, and potential divestitures, mergers or acquisitions.

Career Counseling

We help individuals make smooth and successful transitions to new employment or retirement through workshops or personal counseling.

 

Our Clients

Associated Consulting Group has served businesses nationwide, in both private and public sectors. We have experience in virtually every industry. Our diversity is evident in this selected list of industries we serve: Financial Services, Consumer Products, Industrial Products, Real Estate, and Communications.

 

Our Commitment

"Associated Consulting Group...expertise in the financial service industry...dedication to meeting and exceeding each client's goals...a record of success."

We are committed to our clients and work closely with them to set goals, design new financial strategies or develop innovative solutions to existing problems. We welcome the opportunity to put our experience to work for you.
Our years in the financial service industry have given us the opportunity to work with hundreds of small and medium-sized businesses. We have served almost every industry, and helped companies that range in size from 1 to 1000 employees. While or clients vary in company size and industry, they often ask similar questions:
  • How can I attract and keep top-caliber people?
  • Do our benefits programs offer us the best value for investment?
  • Is our retirement plan as effective as it can be?
  • How can I minimize taxes?
  • Have I planned properly for the future of my business?
Businesses with fewer than 1000 employees rarely need full-time staffs to answer these questions. Still, they need expert guidance to develop employee benefit programs and retirement plans, to make profitable investments, and to do estate planning.

Associated Consulting Group was established to provide specialized services to businesses that need outside expertise. Our objectives? To design programs that attract, motivate, and reward your employees. To develop investment strategies that will increase your personal wealth. And to help you protect the future of your business.

In the following pages, we describe our services and strategic approach. We invite you to learn more about Associated Consulting Group and the distinctive way we serve our clients.
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