Looking Ahead and Giving Back
The midpoint of the year is an ideal time to catch up on all of the happenings at Alesco so far in 2018. From our volunteer efforts in local neighborhoods to the new Alesco blog, we’re always interested in sharing the latest Alesco news – and this has been a busy year so far!
This second quarter newsletter highlights our retirement plan advisory services. After 40 years, 401k/403b plans remain a vital part of retirement-savings, yet there is much to learn about the nuances of these plans. At Alesco, we under-stand the importance of keeping employers and plan participants apprised of developments in savings and investments. If you are a plan sponsor for a retirement plan, consider letting our team work with yours to keep your investment goals within reach.
As always, thank you for your continued support! I hope you have a happy and safe summer.
Founder and President
Alesco Team Volunteers for United Way’s Annual Day of Caring
On May 10, the Alesco team volunteered as part of the United Way’s Annual Day of Caring. Alesco’s team is a familiar face at this popular annual event, which is the largest volunteer effort in the Greater Rochester area. Our team was among the thousands of people in the community who planted, painted, and shared their time and talent with the community. Alesco worked with Catholic Charities residential services to spruce up a local home, painting inside and out to provide a springtime makeover for the home.
Upon our return to the office, we were delighted to learn from Catholic Charities that our efforts brought a smile to the faces of the residents, as they have a bright, cheery place to call home. Our commitment to the community is an integral part of our firm’s culture. In addition to volunteerism, Alesco is proud to provide independent investment advice to over 100 nonprofits across Upstate New York and beyond. We enjoy helping our neighbors with a hands-on approach to everything we do!
Newest Member of the Alesco Family
Jeff Bradley, our VP of Operations & Compliance, and his wife Samantha, a Client Service Specialist, welcomed Alexander James Bradley to the Alesco family! We’re excited to share that Sam, Jeff, and Alex are doing well. At a recent Alesco outing at a Rochester Red Wings game, every-one got the chance to meet Alex.
Congratulations to the Bradleys!
Alesco Blog and Retirement Plan Services
This month, we introduce our new blog. This feature on our web site alescoadvisors.com and LinkedIn company page will share updates and information on a variety of topics. For July, we are focusing on our retirement plan services. Alesco partners with plan sponsors to provide their participants with exceptional investment options. Our team provides plan consulting, ERISA & fiduciary compliance, investment policy statement consulting, quarterly plan investment reviews, and a variety of educational opportunities for our clients and plan participants. We invite you to read this month’s blog from Andrew Kay. Andrew works with many plan sponsors helping them manage their employee retirement plans and educating plan participants.