Become a Client

Thank you for your interest in how to become a client with Alpha Pension Group. We know you have many questions including: “How do I know for sure that Alpha Pension is right for our company, right for our employees, and what we need in order to enhance our current situation?”

Let us make it easy for you to be 100% sure.

With over 15 years of in-depth conversations, with companies just like yours, we have discovered that people have four different ways to process information:

  • Have a casual discussion
  • View expert analysis of a current plan
  • Peruse customized employee education options
  • Have information sent over time

Our many resources can provide you with the support you are looking for. Please choose one or more of these options:

Complimentary Consultation

Schedule a 15-minute phone call with Rich Cawthorne, CEO, of Alpha Pension to evaluate your retirement plan.
Schedule Appointment

Complimentary Fee Benchmark Analysis

Thank you for your interest in having Alpha Pension prepare a fee benchmark of your retirement plan. We will need just three items for the analysis: 408(b)2 and 404(a)5 fee disclosures and a list of the current investments with balances of the retirement plan. If you prefer, we can assist you in gathering this information. To receive our secure portal link for uploads and to request your complimentary Fee Benchmark Analysis, please provide the information requested in the form below and we’ll contact you shortly.

Retirement Plan Education

We believe that educated participants are much happier than if they are just following status quo. Our education team is ready to offer multiple resources to fit your needs. Are you ready to learn more? Just complete the form below and we’ll take it from there!

Stay Updated

Would you like to stay in touch? Let us keep you on our Alpha List and share webinars, articles, newsletters and more. We would enjoy remaining in contact with you as a resource for your company. Just send in the form below and be sure to connect with us on Twitter and follow us on LinkedIn, as well.

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