Retirement Plan Consulting Services

Alerus Investment Advisors is an independent Registered Investment Advisor that offers objective investment and benefit consulting service, and unmatched personal attention. We serve plan sponsors of 401(k), 403(b), profit sharing, and defined benefit plans who want to meet their fiduciary obligations. How You Benefit

When you work with our professional team at AIA, you can expect to benefit from the following:

• Reduced liability. As a 3(38) discretionary investment manager, AIA assumes the fiduciary responsibility for managing the investment options for your retirement plan. We can also act as a co-fiduciary to meet plan sponsor needs.
• Personal attention. AIA uses a team approach to deliver a high-touch service from experts in the areas of investments and retirement plan consulting.
• Investment consultants are supported by an investment team and are responsible for in-depth knowledge of financial markets, fiduciary risk management, industry trends, and investment analysis.
• Plan consultants know the retirement plan industry well and make it their mission to understand the needs of the plan sponsor and participants. We provide services such as plan design, administration and participant education.
• Trusted advice. We act as a fiduciary, which means we are obligated to act in your best interest. Our investment and plan consultants have over 60 years of combined experience working with retirement plans.
• Time to focus on business. Partnering with AIA reduces the time and effort needed by plan sponsors to meet their fiduciary obligations. We take care of the fiduciary process by planning the review meetings, presenting relevant information to plan sponsors, and documenting the meeting minutes.

To see how Alerus has helped other retirement plan sponsors, view our case studies.