Fiduciary Services
Our team will work closely with you to provide a set of strategies that meet your unique needs and satisfy your fiduciary responsibilities. We can provide fiduciary services for company-sponsored retirement plans, including 401(k) plans, Profit Sharing plans, 403(b) plans and more.
Investment Policy Statement Generation and Review
Alera Group will help you develop an Investment Policy Statement or use the Plan Sponsor's existing Investment Policy Statement to define, implement and monitor the Plan Sponsor's investment strategy.
Recommendation of Investment Options
Our investment consultants perform due diligence reviews and recommend investment options for selection by the Plan Sponsor.
Monitor Investment Performance
We regularly review investment performance against appropriate index benchmark, peer group and Investment Policy Statement objectives, as well as deliver quarterly monitoring reports. In addition, we coordinate investment option selection, de-selection and communication concerning the process of changing investment options in the Plan.
Investment Committee Services
Our investment consultants help coordinate and facilitate meetings with Plan trustees, as well as review performance with investment committees.
3(38) and 3(21) Fiduciary Services
Our investment consultant team provides 3(38) or 3(21) fiduciary services for many types of employer-sponsored retirement plans, including 401(k), profit sharing, cash balance, defined benefit, 457, MEPs and deferred compensation.
EXPERT EDUCATION
Events and Webinars
Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
January 22, 2025 at 12:00 pm CT | Virtual
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Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
April 23, 2025 at 12:00 pm CT | Virtual
Sign Up Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
July 23, 2025 at 12:00 pm CT | Virtual
Sign Up THOUGHT LEADERSHIP
Insights
Retirement Plan Services
Fed rate decision: implications for sponsors
U.S. Federal Reserve announced it would hold interest rates steady for now but signaled at least one more hike may lie ahead before the end of the year.
December 14, 2023
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Retirement Plan Services
The top three reasons to outsource fiduciary services
Outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise.
December 14, 2023
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Gobbling up good financial habits
According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.
December 14, 2023
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401(k) fears: what’s a plan sponsor to do?
The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness.
December 14, 2023
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.