Retirement Plan Q&A

What is the best way to determine a suitable plan type for my company?
It's definitely not a one-size-fits-all-world. Fortunately, there are many plan types and options from which to choose. Our expert plan consultants are happy to work with you and your investment advisor to help select a plan design that best suits your goals and objectives.

Does Alerus Retirement and Benefits handle plans outside the local area?
Yes. While we enjoy great relationships with employers and advisors near us, we are of service to clients in many states. We welcome your inquiry about how we can help you establish and administer a successful retirement plan for your company.

How does Alerus Retirement and Benefits support advisors?
We know that it takes a true partnership between third party administrator / recordkeeper and advisor to support plan sponsors. We bring our years of experience designing and supporting hundreds of retirement plans across many plan types to each of our relationships.

Beyond administration and recordkeeping of retirement plans, what other services does Alerus Retirement and Benefits provide?
Our firm started with 401(k) plans but immediately recognized the need for support in other segments of the benefits industry. In 1995, we took on our first payroll client and from there, continued adding on to our services. Today, Alerus Retirement and Benefits is one of the largest independent benefits providers in the country servicing retirement plans, payroll & tax filing, HSA, FSA, HRA, TSA and COBRA.

As an employer, how involved should I expect to be in moving my retirement plan to Alerus Retirement and Benefits?
Alerus Retirement and Benefits takes a very hands-on approach to helping employers and their advisors with the transition of plans. We have a dedicated team of experts who are brought on from the beginning of the process to review and help update the design of your unique plan, establish and test your new account, and manage essential communication between prior and new platforms to ensure a seamless conversion.

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