Alera Group Retirement Plans - West Region

Alera Group Retirement Plans – West Region*, formerly BCG 401(k) Advisors, helps business leaders strengthen their organizations through thoughtful retirement plan strategy, fiduciary guidance, and employee financial wellness support. We have over $1.5 billion in assets under management (as of 12/31/2025). Alera Group Retirement Plan Services has over $40 billion in assets under management nationwide.

We serve a broad range of retirement plans, including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP, and deferred compensation plans.

Our team works with plan sponsors on plan design, investment analysis, benchmarking, employee education, and fiduciary governance, helping employers create retirement programs that are competitive, compliant, and aligned with long-term business goals.

As an active member of Accelerent Phoenix, we believe strong businesses grow through trusted relationships. We value the opportunity to connect with fellow business leaders and referral partners who share a commitment to collaboration, service, and help organizations succeed.

Alera Group is an independent national firm with approximately $1.6 billion in gross revenue and more than 4,600 colleagues nationwide as of December 2025. For more information, call 480-515-5010 or visit aleragroup.com.

* Investment advisory services offered through Alera Investment Advisors, LLC.