Is your company’s retirement plan the best it can be for you AND your employees? Discover how we support employers in creating a highly competitive retirement benefits to attract and retain top talent.
Common Mistakes Companies Make with their 401K Retirement Plans
What We Provide
Do you have someone on your side who’s looking after you and your company’s best interests? Someone who can hold vendors accountable? Someone who shares the burden of fiduciary liability? Discover the benefits of choosing Align as your fiduciary partner.
Employee Engagement & Financial Wellness Education
A retirement plan is most valuable when employees recognize its value. At Align, our team provides comprehensive education and advice that moves employees beyond simply participating and toward achieving successful financial outcomes. Our MoneyNav financial wellness program ensures they are making the most of their money resources, within and beyond your company’s retirement plan.
Plan Design & Administration
Get the help you need designing, monitoring, and measuring the effectiveness of your plan. Compare your plan to other employers competing for the same talent. With Align, your HR, finance, and executive teams can all feel confident in the program you offer. You’ll discover that you are never alone with Align.
Benefits of Working with Align
From plan creation to plan assessment, to hands-on financial education, corporate retirement plans are our specialty. Our team has over 60 years of specialized experience in corporate retirement plan service. This level of dedicated expertise is uncommon but essential as 401(k) regulations increase.
We are independent advisors – free from sales objectives and product constraints. We provide the best of two very different worlds – the individual attention and commitment to client care of a small business, combined with the resources and research sophistication of the nation’s largest privately-held independent Registered Investment Advisory (RIA) firm – Commonwealth Financial Network.
Effective communication is central to building strong relationships. Information and education, however, are not the same. We employ our technical expertise, specialized experience, and sophisticated technology when working with plan sponsors and executives. When it comes to your employees, we translate dry investment information into real, actionable financial education.