Your Retirement Partner
In today’s rapidly changing retirement landscape, financial advisors need a trusted retirement partner who offers administrative expertise and comprehensive services to help plan sponsors implement and manage successful retirement strategies.
Alerus Retirement and Benefits offers financial advisors the tools and resources to service the qualified retirement plan marketplace with confidence. Check out the SmartPlan tool as one example.
Registered investment advisors and financial advisors affiliated with broker dealers look to Alerus to provide their clients with outstanding service and advice at both the corporate and participant level. Our support, quality investment platforms, and administrative expertise allow financial advisors to focus on what they do best: servicing their clients.
As a financial advisor, you know your plan sponsor clients best – their business, key employees, corporate goals and culture. Your knowledge is invaluable in structuring a total retirement plan solution that is as unique as your client. Alerus knows plan consulting, recordkeeping and administration. Together, as your retirement partner, we can provide advice and service individually tailored to the specific needs of each plan sponsor.
WE SUPPORT YOU
- Administration and Recordkeeping
- Knowledgeable Plan Specialists
- Open Architecture Platform
- Envestnet Portal
- 3(38) Investment Advisory Support
- Investment Policy Statements
- Co-Branded Proposals for Plan Sponsors
- Customized Marketing Resources
- Comprehensive Investment Options
- Demographic Reporting
- Fee Benchmarking
- Website Access to Plan Information
- Quarterly Investment Monitoring Reports
- Ongoing Investment Review and Analysis
- Participant Educational Materials
- Legislative Updates