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

Retirement plan services

Featured Insights

Wealth Services

Monthly Market and Economic Update | March 2024

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

April 11, 2024

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Retirement Plan Services

Seven Tips to Help You Prepare for Retirement

Start building your retirement strategy today with these tips. From setting clear objectives to understanding Social Security benefits and healthcare options, this guide helps you navigate the path towards a fulfilling retirement.

March 21, 2024

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Retirement Plan Services

The Graying of the American Workforce

Explore how the influx of retirement-age Americans presents an opportunity for organizations. Learn how to tap into the experience of older workers to boost productivity, preserve corporate culture, and enhance job satisfaction. Discover strategies for adapting rewards and benefits to support the evolving needs of senior employees.

March 14, 2024

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Retirement Plan Services

Helping Young Americans Save for Retirement Act

Explore the proposed Helping Young Americans Save for Retirement Act, allowing employees as young as 18 to contribute to 401(k) plans. Learn about key restrictions and considerations, including exemptions for part-time workers and nondiscrimination testing. Discover how this bill could shape future retirement policy legislation.

March 13, 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.