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

Featured Insights

Retirement Plan Services

The Arrival of TDFs with Annuities

Target Date Funds (TDFs) with annuities combine growth with guaranteed income, offering financial security for retirees. While challenges like portability and fees exist, this new approach is gaining traction among major retirement plan providers.

August 20, 2024

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Retirement Plan Services

Closing the Financial Wellness Engagement Gap

Despite widespread availability, financial wellness programs are underutilized by employees. Discover strategies plan sponsors can use to close this engagement gap by tailoring resources, addressing immediate financial needs, and boosting awareness through targeted communication and incentives.

August 14, 2024

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Retirement Plan Services

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Reaching a 15% savings rate is key to retirement readiness, but timing is crucial. Learn how auto-enrollment, auto-escalation, and strategic plan design can help participants accelerate their savings and achieve their retirement goals more efficiently.

August 7, 2024

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Retirement Plan Services

The Magic Number Gap: Bridging the Divide Between Expectations and Reality

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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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.