HarleyBabe Posted November 12, 2012 Posted November 12, 2012 Anyone ever work with them? Pros Cons?? I have a plan that is being courted by an advisor that wants to use Alerus Open Architecture. This is a small plan, 25 participants 1 mil in assets, 401(k) participant directed. I'm proposing one of the Insurance Companies. Feel free to email me privately if you would rather. I have no background with them and am very hesitant. Also, seems they look fully bundled and I"m a TPA so not sure if the advisor is trying to oust me.
GMK Posted November 12, 2012 Posted November 12, 2012 not sure if the advisor is trying to oust me. They were included in a proposal an advisor submitted for our RFP last year. We didn't go with the advisor, so we haven't worked with them. From my notes, you may still be involved, but I'd ask the advisor what your role would be in the new arrangement, just to be sure.
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