---
title: Employer Sponsored Retirement Plan Consulting | Alesco Advisors
description: Alesco serves 401(k) and 403(b) defined contribution retirement plans, defined benefit pension plans and cash balance plans, providing investment options that offer the best opportunity for retirement success.
---

## 50+

## RETIREMENT PLAN CLIENTS

## 15,000+

## PLAN PARTICIPANTS

## $1B+

## RETIREMENT PLAN ASSETS

401(k) and 403(b) Investment Advisory Services

 

## **Education**

Through comprehensive education programs, personalized guidance, and online resources, we equip participants with the understanding and confidence to take control of their financial future. By fostering financial literacy and engagement, we aim to help participants achieve their retirement goals.

## **Fiduciary Risk Management**

As fiduciaries, we embrace the highest standards of integrity and act in the best interests of your organization and its participants. We provide ongoing support and guidance to help you fulfill your fiduciary obligations. Our focus on prudent investment practices and transparent communication helps protect your organization from liability.

## **Compliance and Regulatory Expertise**

Our team stays up to date with the latest industry standards and regulatory changes, ensuring your plan remains in full compliance. We provide proactive guidance thorough plan reviews and accurate reporting, giving you the peace of mind that your plan meets all necessary requirements.

## **Plan Transition Expertise**

As your trusted partner, we bring extensive experience and knowledge to streamline the process and ensure a smooth transition. From plan design to implementation and employee communication, we guide you every step of the way, making the transition as seamless as possible.

## **Robust Investment Monitoring**

Our rigorous investment monitoring process allows us to diligently oversee your retirement plan's investment options. With over evidence-based strategies and commitment to sound principles, we strive to optimize returns and manage risk effectively.

Defined Benefit Pension Plan Investment Management Services

 

## **Investment Policy Design**

Our advisors will work with your organization to understand the funded status of a plan, expected benefit payments/cash flows, and long term goals to develop an investment policy that will guide the plan towards funding requirements, or eventual plan termination.

## **Investment Management**

Alesco’s investment approach of matching portfolio asset allocation with short-term and long-term needs for institutional clients is well suited for the needs of Pension Plans.

[ Our Investment Philosophy ](https://www.alescoadvisors.com/our-investment-philosophy?hsLang=en)

## **Coordination with Vendors**

Alesco coordinates our services with your other pension plan vendors, including actuaries and paying agents to ensure seamless integration of the investments with the day to day needs of the plan.

[ Get Started ](https://www.alescoadvisors.com/get-started-1?hsLang=en)

## **Fiduciary Duty**

## As the 3(38) or 3(21) investment fiduciary of your plan, we uphold the highest standards of integrity, acting in your organization's best interests. We are committed to providing unbiased advice, transparent communication, and putting your organization and its employees' success at the forefront....

### Meet Some of Our Retirement Plan Advisors

#### [![Andrew Kay](https://www.alescoadvisors.com/hs-fs/hubfs/Andrew%20Kay.png?width=750&height=474&name=Andrew%20Kay.png) Andrew Kay, AIF Client Advisor](https://www.alescoadvisors.com/andrew-kay?hsLang=en)

<https://www.alescoadvisors.com/andrew-kay?hsLang=en>

<https://www.alescoadvisors.com/andrew-kay?hsLang=en>

#### [![Justin-Sansone-1](https://www.alescoadvisors.com/hs-fs/hubfs/Team%20Pics/Justin-Sansone-1.jpg?width=750&height=474&name=Justin-Sansone-1.jpg) Justin Sansone, CPA, AIF Client Advisor](https://www.alescoadvisors.com/justin-sansone-cpa-aif?hsLang=en)

<https://www.alescoadvisors.com/justin-sansone-cpa-aif?hsLang=en>

<https://www.alescoadvisors.com/justin-sansone-cpa-aif?hsLang=en>

#### [![Doug](https://www.alescoadvisors.com/hs-fs/hubfs/Doug.png?width=750&height=474&name=Doug.png) Doug Emblidge Client Advisor](https://www.alescoadvisors.com/douglas-emblidge?hsLang=en)

<https://www.alescoadvisors.com/douglas-emblidge?hsLang=en>[**](https://www.alescoadvisors.com/douglas-emblidge?hsLang=en)

![Copy of wealth transfer](https://www.alescoadvisors.com/hubfs/Copy%20of%20wealth%20transfer.png)

**Demystifying 5500 Filings, Retirement Plan Audits, and Fiduciary Responsibility **

 

[ Learn More ](https://www.alescoadvisors.com/the-waterwheel/demystifying-5500-filings-retirement-plan-audits-and-fiduciary-responsibility?hsLang=en)

![Copy of wealth transfer (1)](https://www.alescoadvisors.com/hubfs/Copy%20of%20wealth%20transfer%20(1).png)

**Navigating Fiduciary Responsibilities: A Guide for Effective Retirement Plan Management**

[ Learn More ](https://www.alescoadvisors.com/the-waterwheel/navigating-fiduciary-responsibilities-a-guide-for-effective-retirement-plan-management?hsLang=en)

![Copy of wealth transfer (2)](https://www.alescoadvisors.com/hubfs/Copy%20of%20wealth%20transfer%20(2).png)

**Rethinking Risk Management: Resisting Bias in Decision-Making**

 

[ Learn More ](https://www.alescoadvisors.com/the-waterwheel/rethinking-risk-management-resisting-bias-in-decision-making?hsLang=en)