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Alera Group Unveils PEP Enhancements With the Standard

The retirement adviser is leaning into the small-plan market and startup plan creation.

Aaron schummAlera group retirement plan servicesAlera group pooled employer planAlera groupRetirement plan servicesChristian mangoEmployee retirement income security actEmployee benefitsFranklin templetonGoals optimization

Alera Group Retirement Plan Services Acquires Fraser Group

Alera Group Retirement Plan Services Acquires Fraser Group
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesScott woodGeorge fraserShlomo benartziDella lawrenceCarnegie mellonAlera groupRetirement plan servicesAlera group companyNational practice leaderLowe groupCommerce groupAlera group retirement plan servicesFraser groupBenefit commerce groupChristian mango

Alera Group Retirement Plan Services Acquires Fraser Group

Alera Group Retirement Plan Services Acquires Fraser Group
financialpost.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialpost.com Daily Mail and Mail on Sunday newspapers.

George fraserCarnegie mellonShlomo benartziScott woodNational practice leaderAlera group retirement plan servicesFraser groupRetirement plan servicesChristian mangoExecutive vice presidentRetirement planManaging partner

Alera Acquires $2 8B The Ascent Group

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

South carolinaUnited statesMike mossPeter campagnaTina hohmanBrian walshJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth servicesAscent groupWharton business groupAlera group retirement plan servicesVirginia beach based the ascent groupAlera group wealth

Alera Group Acquires The Ascent Group

DEERFIELD, IL (BUSINESS WIRE) Jan 4, 2023

United statesTina hohmanJody loweBrian walshMichael mossJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth serviceAlera group retirement plan servicesAlera group christian mangoLowe groupAscent groupAlera group wealth servicesVirginia beach based the ascent group

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