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| WHY CHOOSE ALERUS RETIREMENT
SOLUTIONS? Alerus offers a flexible product. Since the plan sponsor can choose from an open architecture menu, you are always in a position to compete favorably with respect to investment options. Combine that with customized pricing for each plan sponsor, and you have the ability to create the best product at the best price. Alerus offers the following: Plan Design and Implementation: Whether a fully bundled approach, or in conjunction with an independent Third Party Administrator, the Financial Advisor and Plan Sponsor will get assistance with plan design, compliance, testing, tax filings, recordkeeping and reporting. Open Architecture: Alerus offers a multi-fund family platform with no proprietary funds requirements. Click here for more information about the fund families available. Enrollment Materials and Participant Communication: Alerus provides all enrollment materials at no cost to the Financial Advisor. Alerus also offers participants daily access to both a participant website and a toll free voice response unit. Alerus provides quarterly statements and quarterly newsletters to participants. Flexible Compensation Schedules: A variety of formats are available. Depending on the nature of the relationship you will have with Alerus, whether through a broker-dealer, Registered Investment Adviser, or some other system, Alerus offers flexible compensation arrangements. |
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