There’s Power in Envisioning What Lies Ahead​

Defined contribution plans continue to represent the most popular solution for company owners to enable their employees to save for retirement. Producing optimal outcomes for these participants requires the ability to navigate the ever-changing landscape of the retirement world.

Our Think Further for Retirement program provides advisors with an innovative way to speak with plan sponsors and 401(k) participants. Sharing new ideas and offering fresh perspectives enable advisors to deliver added value to their clients, as well as service and grow their retirement plan business.

We’ve been helping investors achieve their retirement goals for 60 years, and our Retirement Professionals are industry experts and can assist with creative solutions for menu design, fiduciary education and participant engagement. For more information, reach out to your Alger contact or email us at

Retirement Thought Leadership

Alger provides ongoing educational materials and tools to assist advisors in servicing their plan sponsor clients.

Best Practices Thumbnail  
Fiduciary Education

Flyer Thumbnail  
  • Fiduciary FundamentalsA brief overview of an ERISA fiduciary’s responsibilities and suggestions on steps that may enhance a fiduciary’s compliance efforts.

Flyer Thumbnail  
  • Five Retirement Plan Fiduciary Best Practices - Setting up a decision-making process with checks and balances is key to managing fiduciary compliance. Included are five fiduciary best practices that can help plan sponsors stay on course.

Flyer Thumbnail​  

Flyer Thumbnail  
Plan Health

  • Plan Wellness ChecksThis article provides an overview of plan performance metrics that a plan sponsor may want to track to monitor plan health.

Flyer Thumbnail  

Benchmarking and Plan Design Document  
  • Benchmarking & Plan Design -​ Download this editable Microsoft Word template to help benchmark a plan against other businesses in order to provide plan sponsors a window into their plan’s effectiveness and help them identify strategies to improve plan health.​

Flyer Thumbnail  
Plan Meetings

  • Plan Meetings: Keeping Your Plan on Track – We delineate five important steps plan sponsors can take to Think Further about their regular plan meetings. As a financial advisor focused on the retirement plan marketplace, you can leverage this piece to remind your plan sponsor clients and prospects about the benefits of utilizing regular plan meetings to help maintain operational compliance and fulfill their fiduciary duties.

Flyer Thumbnail  
  • Plan Meeting Tip Sheet​​ –​ Download this editable Microsoft Word template to address meeting logistics and to create a meeting agenda.

Flyer Thumbnail  
Improving Retirement Plan Outcomes

Flyer Thumbnail​  
  • Improving Retirement Plan Outcomes: Part Two -​​​​
    ​The second part of this series helps plan sponsors Think Further about default plan investments to help participants potentially maximize their savings and meet their retirement goals.

Advisor Tools and Support

Annual Plan Checklist

Help ensure a plan sponsor is meeting his/her most important responsibilities, including plan design and compliance, investment options, participant readiness, and plan documents with an Annual Plan Checklist. An accompanying guide helps advisors walk through each question and facilitate a qualitative discussion about each aspect of a plan’s design.

Leveraging the Plan Meeting To Add Value

This document outlines six questions that will enable you to Think Further about how to use the plan meeting to showcase your retirement plan expertise, your commitment to helping plan spons​ors manage their fiduciary responsibilities​ and ensure the plan is accomplishing their goals.

To receive copies of our materials for financial advisors, please reach out to your Alger contact or email us at

Risk Disclosures:

Investing in the stock market involves gains and losses and may not be suitable for all investors. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

This information is provided by Fred Alger & Company, LLC ("FAC") and is not intended as investment advice as it does not take into account the individual circumstances of any particular person. Please note the technology experts have been compensated to discuss their ideas of what may be technologically possible in the future, and such experts are not commenting on their views of FAC or Fred Alger Management, LLC (together “Alger”) or experience with any Alger products or other form of testimonial. For further information, please consult your financial adviser or visit

​ ​

Contact Us