Press Release

The Waterford Group, an Alera Group Company, Adds Retirement Plan Consultant

Issued by Alera Group

Oct. 16, 2023

Deerfield, IL — Alera Group, a top independent national insurance and financial services firm, announced today the addition of Matthew Rockefeller as a Retirement Plan Consultant at Rochester, NY-based The Waterford Group, an Alera Group Company.

Part of Alera Group’s Retirement Plan Services division, The Waterford Group is led by longtime industry professional Brian Costello, who founded the group in 2011. Costello said, “Matthew’s deep experience working with clients throughout the Northeast, together with his strong talent for zeroing in on their pain points and solving them, makes him an ideal addition to our team.”

“Brian Costello and Mike Merriman with The Waterford Group have been a wonderful addition to Alera Group since joining in 2021”, said Christian Mango, Executive Vice President & National Practice Leader, Retirement Plan Services. “Their disciplined approach is driving client outcomes and tremendous growth, and Matt’s addition will expand their capabilities in the Northeast.”

Rockefeller will serve clients across investments, fiduciary solutions, plan design and administration, and retirement education. He is based from The Waterford Group’s headquarters in Rochester.

Previously, Rockefeller was a longtime account manager and HR benefits consultant with a national payroll and benefits company, where he spent the bulk of his 17 years’ experience in financial services. Rockefeller is a graduate of State University of New York Cortland.

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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