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.
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.
Experience increased employee engagement, boosted retirement savings and better financial wellness that will ultimately impact employee retention, satisfaction and productivity.
Offer effective retirement planning to your employees while gaining efficiencies in plan management.
Understand if your Retirement Plan services and fees are competitive with other plans of a similar size or type.
A troubling trend has emerged in the retirement planning space: The “magic number” — or amount of money Americans believe they need to retire comfortably — has surged to an all-time high, even as actual retirement savings have declined. This growing disparity or “magic number gap,” highlights a significant and escalating challenge for both participants and plan sponsors.
July 17, 2024
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Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement account is one of their biggest assets and they rarely check it. This makes these accounts a prime target for cybercriminals. Data breaches with recordkeepers are common.
July 10, 2024
Find out more Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.
July 2, 2024
Find out more Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.
May 14, 2024
Find out more 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.