Help Your Employees Retire With Confidence

Build a retirement plan that benefits both your employees and your bottom line. Fill out our quick online survey to start determining the right strategy for your organization.

Alera Group’s Approach to Retirement Consulting

Our retirement practice focuses on helping our clients to feel secure and confident in their financial future. We’ll help you to create a customized strategy that addresses your organization’s unique needs.

Customized Strategy & Plan Design

  • Plan Design Review
  • Goal Setting & Review
  • Plan Amendments & Provisions

Investment Advice & Management

  • 3(21) or 3(38) Fiduciary
  • Investment Policy Statement Support
  • Investment Review
  • Committee Meetings & Minutes
  • Fiduciary Training Sessions
  • Fees & Services Benchmarking

Employee Education & Engagement

  • Customized Annual Education Calendar
  • Group Education Meetings
  • Educational & Financial Tools

Compliance & Admin Support

  • Vendor Searches
  • Plan Administrator Liaison
  • Compliance Support
  • Regulatory & Legislative Monitoring
  • Technical Plan Adjustments

Broad National Resources and Deep Industry Experience

Alera Group offers retirement consulting services through Alera Investment Advisors (Alera). Alera offers comprehensive, innovative strategies to help reduce expenses, improve outcomes, satisfy fiduciary responsibilities and maximize the value of retirement plans.

 

Our goal is to help our clients to feel secure and confident in their financial future through both fiduciary and non-fiduciary services. We offer investment advisory and oversight services, operational advisory and oversight services, and participant communication and education services.

 

Contact Us to connect with an Alera advisor who can help you to determine the right strategy for recruiting and retaining top talent, while helping employees to build resources for retirement.