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Helping You Manage Your Company's Retirement Plan

Retirement Plan Advisory Services

Your company has created a retirement plan, a key step in your efforts to attract and retain talented employees. Now you find yourself faced with questions about managing the investments and executing the fiduciary duties that go along with the plan. With investment advisory services from Alerus Retirement and Benefits, you can get assistance in executing the fiduciary and oversight responsibilities that come with being a retirement plan sponsor.

Alerus Retirement and Benefits can help you develop a prudent investment strategy for your retirement plan. We develop the Investment Policy Statement, pick the funds, set your investment lineup, and work to minimize the risks inherent in overseeing the plan's investment options.

We'll help you satisfy ERISA requirements by preparing Investment Policy Statements, providing investment options that align with plan objectives, delivering ongoing reporting on your chosen investments, and performing account reviews.

We can help you select, monitor, and manage investments across a variety of plan types, including 401(k) and other defined contribution plans, defined benefit plans, and even non-qualified plans such as executive compensation plans.

Even when Alerus Retirement and Benefits has not been engaged to act in a fiduciary capacity, our account managers can provide informational tools and reports to help you fulfill your fiduciary obligations to your plan.

Ready to learn more?

The professionals at Alerus Retirement and Benefits are ready to speak to you about your company's retirement plan. 

Call
800.433.1685

Email
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Alerus Retirement and Benefits is a division of Alerus Financial, N.A. and does not provide tax or legal advice. Please consult with your tax or legal advisor to determine how this information may impact your own situation.

Investment products 1)Not FDIC insured 2)Not guaranteed by bank 3)May lose value.


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