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

Millennials Redefining Retirement

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

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Retirement Plan Services

Cashing Out on Tomorrow: When Personal and Market Economies Diverge

Unveil the clash between booming markets and personal financial struggles in America. Learn why educating employees on debt management is vital in today's economic climate.

May 7, 2024

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Retirement Plan Services

Turning the Tide on Employee Engagement

Discover the startling drop in U.S. employee engagement, draining trillions in productivity. Learn how optimizing the retirement plan can revitalize morale and loyalty, with customizable options and trust-building measures. Find out how fostering dialogue and empowering choice can steer towards a more engaged workforce and organizational prosperity.

May 1, 2024

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Retirement Plan Services

Help Participants Avoid These TDF Missteps

Target date funds (TDFs) have surged in popularity, reaching record assets of $3.5 trillion in 2023, with mutual funds slightly ahead of collective investment trusts. While TDFs offer advantages like simplified investing and automatic rebalancing, participants should understand potential pitfalls like mixing funds and changing risk preferences to maximize their benefits and avoid common missteps.

April 18, 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.