Realize Retirement

At Alerus Retirement Solutions, we strive to deliver the most current, accurate, and user-friendly tools to guide plan participants through their retirement planning journey. We are with you every step of the way and provide each client a customized plan assessment to get them there that includes defining some of the following milestones:

• Start your journey by assessing your financial needs in retirement.

• Calculate how much you need to save every paycheck to meet your retirement goals.

• Complete a risk assessment questionnaire to determine the best risk/return scenario for you.

•View your retirement projection, which is an estimate of your monthly income at retirement, based on a number of basic assumptions

In addition to these tools, we have staff available to assist you in person, and on the telephone. Our qualified account management staff will visit you periodically, in person, to give you an update on your plan and to provide education on various topics. Our call center staff is eager to assist you from 7am to 5pm Central time, Monday through Friday.

Communication is paramount in realizing retirement, here are some of the ways we connect with our clients:

• one-on-one meetings
• webinars
• recorded seminars
• enrollment packets for newly eligibles
• ongoing education meetings for current participants
• quarterly participant statements
• quarterly electronic participant newsletters
• confirmations of transactions, sent to participant's home

Your account is updated on a daily basis, and available to you 24 hours a day, 7 days a week via a participant website or an automated voice response system. These tools allow you to manage your account when the time is right for you.