Retirement Plans
Defined Benefit Plan Services
As the administration of defined benefit plans becomes increasingly complex, Alpha has the background and knowledge to help navigate all options and build a highly customized plan. We know what companies and employees need from defined benefit plans, and we can provide the certainty and security expected by our clients. From traditional pension plans to hybrid plans and other post-employment benefit programs, Alpha’s experienced consultants provide a full range of services for companies and their employees, including expertise in emerging options, programs and technologies.
Our full range of defined benefit plan services includes:
- Investment Policy Development
- Investment Manager Evaluations
- Model Portfolio Development
- Performance Evaluation
- Asset Allocation Studies
- Fee Negotiations
- Plan Administration Search and Review
- Master Trustee/Custodian Selection
- Fiduciary Outsourcing/Investment Discretion
Defined Contribution Plan Services
We assist organizations with initiatives such as investment lineup analysis, investment policy development, manager searches, and ongoing performance reporting and evaluation. Our expertise and resources extend to the following:
Our full range of defined contribution plan services includes:
- Investment Policy Development
- Investment Option Array
- Investment Manager Evaluations
- Model Portfolio Development
- Performance Evaluation
- Recordkeeper Search
In addition, our consultants are also available to discuss issues including:
- Target Retirement Date Funds/Portfolios
- 401(k)
- 403(b), 457
- Roth 401(k)
- Automatic Enrollment
- Easy Enrollment
- Employee Investment Advice
- Managed Portfolios
- Automated Rollovers
- Use of Default Funds
- Use of ETF’s
- ESOP’s
