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 over 50 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.

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Fiduciary Education

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

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  • 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.

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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.

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  • 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.​

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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.

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

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Improving Retirement Plan Outcomes

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  • 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.

Plan Sponsor Prospecting Presentation

This fully scripted presentation 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  
Advisor Sales Guide

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

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

Participant 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 providing the opportunity to differentiate yourself with prospects.

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Participant Brochure

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

Participant Presentation with Videos

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

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

New! -​ Alger's John Carbone discusses the firm's expansion of Collective Investment Trusts on Nasdaq Trade Talks. View Here.​

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