Alera Group, a leading independent national insurance and financial services firm, has announced the selection and deployment of the TIFIN @Work AI-powered workplace benefits and wealth management platform. Alera Group’s Retirement Plan Services practice has integrated TIFIN @Work with its FinWell Connect financial wellness programme. Together, these platforms offer comprehensive financial support to employees and create growth opportunities for advisors.
“Other platforms fill gaps; TIFIN @Work drives true engagement and business growth,” said Christian Mango, Executive Vice President and National Practice Leader, Retirement Plan Services. “We’re excited to offer a modern solution that benefits both employees and advisors. The partnership with TIFIN @ Work further strengthens Alera Group’s commitment to robust, cutting-edge retirement and wealth solutions.”
The Alera Group-TIFIN partnership underscores TIFIN @Work’s role in addressing evolving retirement plan needs while fueling advisor growth. Insights from Franklin Templeton’s Voice of the Field Survey confirmed the rising demand for actionable, workplace-based financial solutions, positioning TIFIN @Work as an optimal bridge between retirement benefits and wealth management.
Marc McDonough, CEO of TIFIN @Work, said: “Partnering with Alera Group marks a pivotal step in uniting workplace benefits with wealth management. TIFIN @Work is the bridge from retirement to financial confidence, enhancing employees’ financial journeys and expanding advisors’ reach and impact.”
Through TIFIN @Work’s AI-driven platform, Alera Group’s retirement plan participants will receive personalised, tailored guidance, seamlessly connecting them with financial experts. The platform dynamically serves up the appropriate Alera Group solution—across insurance, benefits or wealth management—at the moment participants need it.