Business Details
28 Years
experience
Trusted Financial Advisory Services for Businesses and Individuals
HUB International is a leading provider of retirement, insurance, and private wealth solutions, dedicated to helping businesses and individuals achieve their financial goals. With a focus on fiduciary responsibility, we offer tailored retirement plan consulting, employee benefits management, and private wealth strategies designed to meet the unique needs of our clients. Our team of experts works closely with organizations of all sizes, from small businesses to large corporations, to design plans that align with their objectives while ensuring compliance with evolving regulations.We prioritize transparency, personalized service, and long-term partnerships, empowering clients to navigate complex financial landscapes with confidence. Backed by decades of experience and a commitment to innovation, HUB International supports clients through every stage of their financial journey, from retirement planning to risk management and beyond.
Services
Retirement Plan Consulting
Private Wealth Management
Employee Benefits
Fiduciary Risk Management
Small Business Retirement Plans
Executive Benefits
High Net Worth Insurance
Defined Benefit Plans
401(k) Plan Administration
Investment Advisory Services
Details
- Year established: 1998
Highlights and features
- We offer fiduciary investment review and governance consulting.
- Our team specializes in SECURE Act compliance and retirement plan design.
- We provide access to ERISA 3(38) investment management services.
- We deliver tailored solutions for businesses of all sizes and industries.
- Our focus on employee financial wellness enhances recruitment and retention.
Services
Retirement Plan Consulting
HUB International provides comprehensive retirement plan consulting, helping businesses design and manage employee retirement programs. Our services include fiduciary oversight, investment selection, compliance monitoring, and employee education. We specialize in 401(k), 403(b), and defined benefit plans, ensuring employers meet regulatory requirements while optimizing benefits for their workforce.
Private Wealth Management
Our private wealth management services offer personalized financial strategies for high-net-worth individuals. We focus on investment management, estate planning, tax optimization, and risk protection. By addressing unique financial goals, we help clients preserve and grow their wealth while navigating complex financial decisions with confidence and clarity.
Fiduciary Risk Management
HUB International assists businesses in mitigating fiduciary risks associated with retirement plans. We provide ERISA 3(21) and 3(38) advisory services, investment policy statement development, provider benchmarking, and compliance audits. Our goal is to reduce liability exposure while ensuring adherence to evolving regulatory standards.
Small Business Retirement Plans
HUB Retirement Select offers streamlined retirement plan solutions for small businesses. We handle administrative tasks, investment management, and fiduciary responsibilities, enabling employers to offer competitive retirement benefits. Our pooled employer plans (PEPs) reduce costs and simplify compliance for businesses with limited resources.
Executive Benefits
We design executive benefits packages to attract and retain top talent. Services include deferred compensation plans, key person insurance, and customized wealth protection strategies. Our solutions address the unique financial needs of leadership teams while aligning with organizational objectives and regulatory requirements.
Questions
What retirement plan options does HUB International offer?
We offer 401(k), 403(b), defined benefit, profit-sharing, and pooled employer plans (PEPs), tailored to meet diverse business needs.
How does HUB support small businesses with retirement plans?
HUB Retirement Select provides cost-effective, fiduciary-supported plans with simplified administration for small to mid-sized businesses.
What is a Pooled Employer Plan (PEP)?
A PEP allows multiple employers to share retirement plan administration, reducing costs and fiduciary risk while maintaining compliance.
Do you offer services for high-net-worth individuals?
Yes, our private wealth management services include investment advisory, estate planning, and risk management for high-net-worth clients.
How does HUB ensure fiduciary compliance?
We provide ERISA 3(21)/3(38) advisory services, investment policy statements, compliance audits, and ongoing monitoring to mitigate fiduciary risks.
Can HUB help with employee financial wellness programs?
Yes, we design financial wellness initiatives to improve employee engagement, debt management, and retirement readiness across multi-generational workforces.
