Jeff Albers
Retirement and Wealth Management for Employees and Executives | Alera Group
- Role
- Senior Advisor Retirement Plans & Wealth Management at Alera Group, Inc.
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Jeff Albers
Let us do the heavy lifting for you. As an employer, you are the conduit for the key elements of an individual employee’s financial security plan. Businesses have long provided benefit programs — because people are more effective and engaged in their jobs if they don’t have financial worries distracting them. At the same time, the regulatory and administrative burdens of retirement plans and insurance coverage are so complex, some employers wonder if those benefits are worth the hassle. I partner with my clients, and work with their employees, to create clear value in the interconnected pieces of an employee benefits package. I sift through options, regulations, and vendors, to design the right plan tailored for each business. Think about how children are taught math, and how there often is a disconnect between the numbers on a page and what those digits really mean. The same is true with employee benefits. It’s my goal to take numbers like premiums and long-term forecasts, and translate them into real-life scenarios that both employers and employees can understand. Wilson Albers, with a long history of serving Pierce County and communities throughout Washington state, stands as a partner with its clients. After all, we live, work, and play in the same neighborhoods. As an Alera Group Company and locations in both Washington and Alaska, we offer clients local support with national resources. It’s a comprehensive approach to human resources and employee benefits packages where we do the heavy lifting for you.\"Alera Group Wealth Services\" and \"Alera Group Retirement Plan Services\" are brand names utilized by Alera Group, Inc and certain subsidiaries and affiliates (collectively \"Alera\"). Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.
Experience
Senior Advisor Retirement Plans & Wealth Management
Feb 1995 — Present · Tacoma, WA, US
Education
University of Washington
BA
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