Retirement Plan Services | Alerus RB Retirement Administration

For TPAs

Alerus Retirement and Benefits offers comprehensive and totally integrated retirement plan third party administration services encompassing all aspects of plan management. Alerus takes a very hands-on approach to helping employers and their advisors with the transition of plans. We have a dedicated team of retirement plan experts who are brought on from the beginning of the process. Our Conversion Team establishes and tests your new account, managing essential communication between prior and new platforms to ensure a seamless conversion.

We offer a full range of TPA services, including:

  • Daily Valuation of Participant Accounts
  • Loan Modeling and Administration
  • Daily Investment Exchanges
  • Electronic Data Interfaces for Data Transfers
  • Integrated Payroll Processing
  • Participant Service Representatives
  • 24-hour Voice Response Unit and Interactive Website
  • Automatic Rebalancing
  • Ability to Recordkeep Unique Assets
  • Contribution Calculations
  • Customized Participant Statements | includes an integrated Gap Analysis statement
  • Paperless Transaction Processing
  • Trust Services
  • Mutual Fund Trading via NSCC Fund/SERV Trading Platform
Investment Products 1)Not FDIC Insured 2)Not Guaranteed by Bank 3)May Lose Value
 
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