Plan Needs Assessment
Based on the stated objectives of the Plan Sponsor and its representatives, we will conduct a needs assessment for the Plan. This assessment considers factors such as the Plan's size, participation rates, investment options, and current status. Based on our findings, we will recommend a set of actions regarding key provisions of the Plan.
Facilitate Provider Selection
Our investment consultants assist in establishing selection criteria (which may consider costs, investment options and services) based on the stated objectives of the Plan Sponsor and its representatives. In accordance with such criteria, we assist the Plan in assessing different providers' abilities to meet your stated objectives.
We organize and conduct meetings with plan participants on features and benefits of the Plan as well as deliver general financial education for Plan participants.
Contact us today to learn more about how Alera can help with your company retirement plan, and sign up for a complimentary customized Retirement Plan Playbook that’s based on a discovery process with one of our advisors.