Anyone can manage or even automate many parts of a retirement plan – auto enroll, target date fund investing, etc. But we can’t automate confidence.
With our specialized expertise, high-touch service, effective communication, and transparency, you’ll be confident you are offering the best retirement benefit for attracting and retaining employees.
How We Help
Plan Design
Don’t settle for the default, cookie-cutter retirement plan; align your plan to company goals, values, and objectives. From designing a custom profit-sharing plan or a specialized executive compensation program to adding responsible investment options like ESG funds in response to employee preferences, our team supports you in designing a plan that attracts potential candidates and energizes current employees to get and stay involved.
HR Support
Managing a retirement plan can be overwhelming with disclosures to juggle, employee requests, changing vendor contacts, and more. We are an extension of your HR team, reducing the workload your team must bear in managing your plan.
We will not simply outsource problem-solving to the recordkeeper. Our team knows how vendors work so we get the answers and information you need so you can get back to the other endless demands of your day.
Vendor Management
We are fiercely independent and free of proprietary relationships. This gives us flexibility to recommend the best vendor for you and your company. Plus, our industry experience gives us insights into what you should expect from vendors and holds them accountable if things need to change.
Plan Performance
As the plan sponsor, you are focused on investment performance, fees, and getting the best results for your plan. As your fiduciary partner, Align provides fee benchmarking, disciplined investment management, and advanced technical knowledge, so you can feel confident that your plan will perform well.
One of the most popular reports that busy executives appreciate is our Scorecard, where we provide a snapshot of the most important information regarding your plan, including trends in employee utilization, hours of coaching provided, key plan metrics and fees.
Align Retirement Plan Advisors: Your Partner in the Boardroom
At Align, our mission is to build indispensable partnerships with you and your participants. Our decades of experience and industry insights are seen as invaluable for executives and HR departments who are looking to get more from their corporate retirement program. Our team’s goal is to make your retirement plan one of the reasons why you are an employer-of-choice in your community.
