Because we can help companies like yours to have a successful retirement program - and meet the needs of your employees. Our vision is our mantra: we exist so hard-working people have the opportunity to retire successfully. It's that simple. We don't abandon participants. We work tirelessly to help you offer a competitive plan and give your employees the opportunity to retire successfully.
We offer a unique, comprehensive and progressive education curriculum for employees because we believe in guidance- not sales. We live by a deep-seated performance standard. Too often company retirement plans are overlooked, which results in higher fees and unknowingly participating in underperforming investments.
We offer a unique, comprehensive and progressive education curriculum for employees because we believe in guidance- not sales. We live by a deep-seated performance standard. Too often company retirement plans are overlooked, which results in higher fees and unknowingly participating in underperforming investments.
Services
Rich started Alpha Pension Group in 2003 with a simple mission: to enable hard-working people to retire with dignity. As the CEO, Rich sets Alpha's strategy and culture; develops new business opportunities and partnerships; collaborates on the Investment Committee; and leads the team in its efforts to deliver superior client service to the businesses and not-for-profit organizations that Alpha serves.
Retirement Solutions by Alpha is a fully-customized collaboration that allows advisors with 401(k) clients to focus on the most important part of their business: speaking to clients. We will take the role of the outsourced investment committee providing fund selection and monitoring. Everyone in your workforce - every level of employee - will have access to our unbiased education and guidance-in a comfortable, nurturing environment.
Join Alpha in this webinar where you will get an in-depth look at what it means to have both Pre-Tax and Roth in your retirement plan. Participants will learn about social security benefits including the timing on eligibility, what will affect the benefits, among other social security topics.
Learning about the enrollment process of your 401(k) Plan and the next steps you need to take in order to get started is what we will explore with you during this webinar!Participants will learn about how to set goals for retirement, identify income sources, social security considerations, compounding and savings strategies, as well as an overview of the plan's features and investment options.
Learning about the enrollment process of your 401(k) Plan and the next steps you need to take in order to get started is what we will explore with you during this webinar!Participants will learn about how to set goals for retirement, identify income sources, social security considerations, compounding and savings strategies, as well as an overview of the plan's features and investment options.
We work with firms to help them select and monitor the investment options for their platform. An example of this is a manufacturing client for whom we helped enhance their investment menu by highlighting investment options that needed improvement.
The Plan Sponsor was able to obtain from the recordkeeper replacement investments in the underperforming asset classes to pursue the goal of creating a stronger investment lineup for the plan participants.Using the Plan Support Services available through Alpha Pension Group helped them work towards creating a stronger investment program.
The Plan Sponsor was able to obtain from the recordkeeper replacement investments in the underperforming asset classes to pursue the goal of creating a stronger investment lineup for the plan participants.Using the Plan Support Services available through Alpha Pension Group helped them work towards creating a stronger investment program.
Most retirement plan sponsors know they need to hire a fiduciary advisor to help them manage their 401(k) or other employer-sponsored retirement plan for the benefit of the plan participants. These sponsors are aware of their fiduciary responsibilities and want the help of a fiduciary advisor to offer the best plan possible for their participants and to help mitigate their liability as the plan sponsor.
Reviews (1)
Jeff Rolke
Sep 16, 2020
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I have known Rich Cawthone of Alpha Pension Group for almost 10 years. Rich and his team are exceptional in their field and represent the highest level of professionalism for their clients.
I would (and do) confidently recommend them to anyone who has a retirement plan as part of their business. They will always lead with value and make unbiased suggestions to everyone they interact with.
I would (and do) confidently recommend them to anyone who has a retirement plan as part of their business. They will always lead with value and make unbiased suggestions to everyone they interact with.
