Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Aliso Viejo, CA • accelerateretirement.com
Deerfield, IL • aleragroup.com
Accelerate Retirement
Alera Group
Key Contact(s)
Key Contact(s)
Chris Giovinazzo 949.860.7575 • chris.giovinazzo@accelerateretirement.com
Firm Profile Accelerate Retirement is an SEC registered investment adviser. Our firm provides specialized services for plan sponsors and plan participants. Our team is comprised of a collaborative, national network of retirement plan focused advisors who are dedicated to the qualified plan market.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Options Available • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services • CRM/Data Aggregation
Christian Mango 917-533-8321 • christian.mango@aleragroup.com Bob Janson 847.457.3038 • bob.janson@aleragroup.com
Firm Profile Alera Group, Inc is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking, and constant collaboration, while maintaining strong local relationships. With billions of assets under advisory, we service a wide range of plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. We work with plan sponsors on plan design, financial wellness, investment analysis, benchmarking and fiduciary plan governance.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available
• Internal Rollover Program
• Preferred Provider Program
• Allows Fiduciary Declaration 3(21)/3(38)
• Retirement Sales Desk Representative
• Custom Risk Based/Target Date Models
• Business Development Consultants
• Plan Sponsor Fiduciary Training
• Recruiter for Retirement Plan Advisors
• Stable Value Analysis
• 3rd Party Vendor Analysis Tool • Other Tools
Home Office Employees Supporting the Business
• Benchmarking Tools
4
• Participant Advice/Participant Services • CRM/Data Aggregation • Internal Rollover Program • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b) (2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 15
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