Retirement Plans

With billions of assets under advisory, we service a wide variety of plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. We work with plan sponsors on plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.

What sets us apart

Saving adequately for retirement is one of the most important ways a person can safeguard their future, and it makes employees less stressed, more productive and more effective. Companies that help employees with their retirement planning and financial wellness are more likely to experience these benefits, as well as boost employee attraction and retention.

Yet many organizations struggle to identify the appropriate plan features to achieve their specific goals, manage the administration of retirement plans, fulfill their fiduciary duty and ensure that employees are taking full advantage of their offerings.

That’s where the right partner comes in. At Alera Group, we strive to take care of your anticipated — and unanticipated — retirement plan needs. We have the resources to answer questions and solve problems throughout life. 

Goal #1: Satisfy Fiduciary Responsibilities

With a full array of compliance and fiduciary support services, stay on top of changing regulatory and legislative issues and ensure that you’re up to speed, knowledgeable and satisfying your fiduciary responsibility. 

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Goal #1: Satisfy Fiduciary Responsibilities

Goal #2: Improve Outcomes

Experience increased employee engagement, boosted retirement savings and better financial wellness that will ultimately impact employee retention, satisfaction and productivity.

Goal #2: Improve Outcomes

Goal #3: Maximize the Value of Retirement Plans

Offer effective retirement planning to your employees while gaining efficiencies in plan management.

Goal #3: Maximize the Value of Retirement Plans

Goal #4: Benchmark Fees

Understand if your Retirement Plan services and fees are competitive with other plans of a similar size or type. 

Goal #4: Benchmark Fees

Certain individuals associated with Alera Group are registered to offer investment advisory services and/or offer securities. Additional information on Alera Group's affiliates can be found by following the firm’s link on the locations page. Find more information on individuals registered with FINRA on FINRA's BrokerCheck.

THOUGHT LEADERSHIP

Insights

Financial Services

The Hidden Cost of Sitting on Cash

Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.

July 28, 2025

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Financial Services

Tuition, Travel, Retirement — Can You Plan for It All?

You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.

July 28, 2025

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Financial Services

What Does Wealth Mean to Your Family?

Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.

July 28, 2025

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Financial Services

Monthly Market and Economic Update - June 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

July 7, 2025

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.