Retirement Plan Services

What We Do

The complexities involved with effectively managing defined contribution plans have increased drastically over the last several decades. Plan sponsors have been tasked with the responsibility of selecting a vendor, creating an investment policy statement, monitoring the investments, periodically benchmarking plan provider fees, and documenting each step of the process to ensure they fulfilled their fiduciary charges. Many of our clients also express concern about ensuring their employees receive attention at an individual level to adequately plan for their own retirement. Those plan sponsors who are aware of these duties often feel overwhelmed; those who aren't overwhelmed often don't understand the full scope of their responsibilities.

Our goal is to help plan sponsors manage their plans more effectively by assisting with investment selection, fiduciary process education, vendor management, and participant engagement. As an independent advisor, our interests are aligned with you and your plan's beneficiaries—not with large financial institutions. This allows us to focus on the needs and responsibilities of fiduciaries for the benefit of the plan as a whole.

Our team implements a range of comprehensive services designed specifically to address the many demands placed on retirement plan sponsors that are divided into three levels:

  • Participant level services
  • Plan level investment services
  • Vendor management

By utilizing these three levels of contact, Alignment Financial Group operates as a complete partner to plan sponsors and participants. Please contact us for a complimentary and independent benchmark review of your plan and to learn more about how we can offer considerations to potentially improve your plan's effectiveness.

REQUEST A COMPLIMENTARY
PLAN BENCHMARKING

 
 
Alignment Financial Group and its financial advisors provide non-fiduciary services only. They do not provide investment advice [as defined under the Employee Retirement Income Security Act of 1974 as amended ("ERISA"), have any discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan, or otherwise take any action that would make them fiduciaries to the plan under ERISA.


Alignment Financial Group does not act as a fiduciary and is not engaged in rendering legal, accounting or tax advice. If legal or tax assistance is required, the services of a competent professional should be sought. A Financial Advisor at Wells Fargo Advisors Financial Network will be glad to work with you, your accountant, tax advisor, and lawyers to help you meet your financial goals.

2 HMS ESSINGTON Dr. Hingham Shipyard  |  Hingham, MA 02043  |  T: 781.741.2540  |  T: 877.741.2540  |  F: 781.741.2541