The Art of Retirement –
The Benchmark of Achievement
Empowering Plans and Tools for Individuals and Families
Alerus Retirement Solutions helps build retirement plans by providing you with the infrastructure, technology, experience, service, and resources to empower you with the knowledge to make the right, intelligent decisions to maximize your financial nest egg. It's easy to get the job done right when you have the right tools. Build your retirement plan knowledge by visiting the following online resources:
Resources
- Education Book This easy-to-read booklet guides you through the process of how to plan, save, and invest for your retirement.
- Alerus Investment Update Discover the latest insights and observations from Alerus Financial's Chief Investment Officer Sunil Swami.
- Calculators Help determine how much you should save each month, how much you can take at retirement, and the amount you may receive from social security.
- On Track Newsletters Check out our library of On Track newsletters for helpful articles on a variety of topics.
- How to Read Your Statement Provides an overview of the sections in a standard participant statement.
- Investing and Diversification This website provides useful information and articles on how to invest and diversify your assets.
- Redemption Fees Learn more about redemption fees, what they are, who imposes them, and learn how they may effect you.
- Excessive Trading Learn more about excessive trading policies and how they may effect you.
- Funds that Impose Excessive Trading Rules An up-to-date list of funds that impose excessive trading rules.
- Funds that Impose a Redemption Fee An up-to-date list of funds that impose a redemption fee.
E-Newsletter Articles
- Summer 2010-Roth IRA Conversions: should you pay tax now or later? Keep the following in mind before you decide.
- Summer 2010-When Bad Times End, Remember the Bad Times Good habits can help build a future of financial strength.
- Summer 2010-Should Signs of Recovery Change Your Course? Before you start tinkering with your investment strategy, make sure you have the right plan.