Welcome to your
Third Party Administration
Retirement Plan Services
Our Retirement Plan Portal is an online transaction system designed to let plan participants start a request online. It's an easy way to manage your retirement accounts.
Submit a requestFrequently asked questions
What is a third party administrator (TPA)?
Alera Group is your TPA. A TPA is an organization that is hired by your employer to run many day-to-day aspects of your retirement plans. We are responsible for operating your plans in compliance with the Employee Retirement Income Security Act (ERISA) and other complex regulations.
What is the portal?
Our Retirement Plan Portal is an online transaction system designed to let plan participants start a request online. It's an easy way to manage your retirement accounts.
Who is my investment provider?
An investment provider is the company that houses the account(s) you elected through your employer.
What is the process?
- Request and complete forms from your investment provider.
- Submit completed forms and supporting documents using the Alera Group Retirement Plan Portal. We'll review them for compliance with regulations and, if they're in good order, submit them to your investment provider with a letter of approval.
- If additional action is needed, we'll notify you by email.
Which format should I use to upload my forms and documents?
The portal accepts PDF documents only. All phone photos must be converted to a PDF. We can't accept JPEG, PNG or TIFF formats.
What is the document size limit that I can upload?
Your document(s) shouldn't exceed 8MB. You can compress your documents using smallpdf.com or any other document compression site.
What is “in good order”?
All forms and documents are fully complete with signature and date, and any required supporting documents are included. All pages must be submitted.
How long does it take to process my forms and documents?
If they're in good order, the TPA review process takes 48 hours.
How will I be notified?
You'll receive email notifications from mytpa@aleragroup.com updating you on the status of your distribution request.
Ready to get started?
Submit a request