Retirement Plans

Planning for Your Success & the Success of Your Employees

Our retirement planning solutions serve businesses with the same holistic and impartial approach that guides all aspects of Ruggie Wealth Management. Tom Ruggie has demonstrated his expertise in creating retirement planning processes that meet the increasingly complex needs of employers and retirement plan participants alike. Our technology and resources help reduce cost and fiduciary risk, while our team of advisors serve as an extension of your human resources department.

The Secret to Getting Ahead Is Getting Started. Mark Twain

Let’s get started today.

Asset Advisors of America

Tom Ruggie has been named President of Asset Advisors of America (AAA), a 401 (k) company, creating a strategic alliance that meets the increasingly complex needs of employers and retirement plan participants. AAA 401 (k) offers plans which encourage participants to Invest. Succeed. Protect.^sm   Unlike traditional brokers, AAA’s team are specialists in 401 (k) plans, are independent and provide access to some of the top defined contribution services providers in the industry. It’s principals are advisors to over 600 plans with approximately $400 million of assets under management. AAA’s affiliate, Insurance Office of America (IOA), serves as official insurance broker to the Orlando Magic, Jacksonville Jaguars, Washington Capitals, LPGA and other notable clients from the sports and entertainment fields.