Press Release

Alera Group Retirement Plan Services Makes FiduciaryRx Platform Available Across National Footprint

Issued by Alera Group

Oct. 11, 2023

Tech component of strategic effort to provide holistic solutions to plans of all sizes

Deerfield, IL -- Alera Group, a top independent national insurance and financial services firm, announced today a partnership with FiduciaryWor(k)s that makes available the FiduciaryRx platform across Alera Group Retirement Plan Services’ national footprint.

“As we execute our strategy to serve plans of all sizes, we’re investing in solutions to help our local practices thrive,” said Christian Mango, Executive Vice President and National Practice Leader, Retirement Plan Services. “The FiduciaryRx platform unifies key workflows and heightens collaboration among our retirement-plan advisors and their peers in other Alera Group divisions, including Employee Benefits and Wealth Services.”

Josh Itzoe, founder and CEO of FiduciaryWor(k)s, said, “Alera Group’s approach to serving retirement plans emphasizes individualized consulting, not cookie-cutter ‘solutions.’ Fiduciary Rx is helping its advisors zero in on issues prospective clients are grappling with and start productive conversations.”

FiduciaryRx is a modular platform providing fiduciary advisors with workflow and data enhancements across fiduciary management, cost management, committee management and practice benchmarking.

“FiduciaryRx is now part of our core tech stack,” said Mango, “and it complements other investments we’ve made at the corporate level this year, including large-plan and financial-wellness focuses.”  

About Alera Group Retirement Plan Services

Alera Group Retirement Plan Services, a division of Alera Group, services a wide variety of plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. Advisors work with plan sponsors on plan design, financial wellness, investment analysis, benchmarking and fiduciary plan governance. Learn more at https://retirementplanservices.aleragroup.com.

About Alera Group

Alera Group is a top independent, national insurance and financial services firm with more than $1.2 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,000 professionals in offices nationwide provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit https://aleragroup.com or follow us on LinkedIn.

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