I knew from the moment that I met Tom and Janel Cross at a charity fundraising event, that we would eventually be bringing Align on to administer our 401k program. I had an instant connection with them and that same connection is felt by all of our team members. Align has been an exceptional partner in managing our 401(k) program. Their team is knowledgeable, responsive, and proactive in helping our employees understand and make the most of their retirement benefits. We truly appreciate their professionalism and dedication, and I can’t recommend them highly enough.

*The statement was provided October 16, 2025 by Marc Goodhart who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.