Retirement Plan Services

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

Retirement plan services

Featured Insights

Retirement Plan Services

Strategies for Maximizing Workplace Retirement Benefits

See ways you may be able to maximize your employer-sponsored retirement plan. Understand program details, contribute beyond the match limit, and pursue your financial wellbeing.

February 12, 2024

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Retirement Plan Services

Balancing Competitive Benefits in Budget Constraints for Plan Sponsors

Learn how companies can stay competitive by benchmarking benefits packages against industry peers. Despite budget constraints, initiatives like flexible work arrangements and innovative benefit funding may help attract and retain talent while pursuing financial wellbeing for employees.

February 12, 2024

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Retirement Plan Services

Steering Participants Through Market Mania

Discover psychological biases affecting investor decisions during market fluctuations. Learn how plan sponsors may help participants navigate these challenges and pursue financial wellness.

February 12, 2024

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Retirement Plan Services

The Gen X Savings Crisis: How Plan Sponsors Can Help

Discover how plan sponsors can assist Gen X employees in overcoming retirement savings challenges.

February 12, 2024

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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.