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.

At Alger, we’ve been helping investors achieve their retirement goals for over 50 years. Our Retirement Professionals are industry experts and can assist with creative solutions for menu design, fiduciary education and participant engagement.

Below, you’ll find the tools and resources needed to help guide you in developing an effective retirement strategy so your participants can reach their goals. Most importantly, when you work with Alger, you’ll find a dedicated Retirement Team ready to support you every step of the way.



Ongoing Retirement Information and Tools

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

 
Fiduciary Education Articles and Tools
 

Think Further - Participant Enrollment / Education Materials

Alger's Think Further for Retirement program provides an innovative way to educate plan participants and sponsors. It is intended to help tackle the difficult task of creatively servicing existing clients while giving the opportunity to differentiate yourself with prospects.


 
Participant Brochure

This brochure helps plan participants learn about the steps necessary to envision, plan, and save for the future. 

Download the brochure
Available now


 
Presentation with videos

A fully scripted education and enrollment presentation encouraging participants to more vividly envision the world in the not-so-far-off future. Includes short video clips of leading experts sharing some of their ideas for creating a better future.


 
Plan Sponsor Prospecting Presentation

A fully scripted presentation that leverages the expert videos and includes trends to help retirement plan sponsors consider how these innovations may impact the lives of their employees.


 
Advisor Sales Guide

This guide gives financial advisors a step-by-step process to enhance their conversations with retirement plan clients and prospects.

To receive the above presentations and Sales Guide, please reach out to your Alger contact or email us at retirement@alger.com.


The fi360 Toolkit Suite

The fi360 Investment Toolkit give you access to a multitude of analytical reports which can be used for review, menu monitoring and proposals.


 
Fund Analysis / Snapshot / Proposal

  • Fund Analysis offers a side-by-side comparison of up to three funds at a time that reivews investment performance and the fi360 Fiduciary Score.
  • With Snapshot, you can analyze all of a plan's holdings across its entire line-up of funds (either an existing plan line-up or proposed line-up) broken down by asset class.
  • Finally, in the Proposal, you will compare and contrast the investment performance and fi360 Fiduciary Score for an existing plan's line-up of funds with a line-up that incorporates proposed changes.

    To receive the Toolkit, reach out to your Alger contact or email us at retirement@alger.com.


Annual Plan Review

 

Help ensure a plan sponsor is meeting their 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.

To receive the Plan Review, reach out to your Alger contact or email us at retirement@alger.com.




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, Incorporated (“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, Inc. (together “Alger”) or experience with any Alger products or other form of testimonial. For further information, please consult your financial adviser or visit www.alger.com.

 

Contact Us


 

JOHN CARBONE
Senior Vice President
jcarbone@alger.com
212.806.2961

 
ERIC SEIDMAN, AIF®
Vice President
eseidman@alger.com
212.806.2959

 
JEFFREY VIGILANTE
Vice President
jvigilante@alger.com
212.806.2963