Operations Administrator Jessica joined Alpha Pension Group in 2021 and oversees internal workflows to ensure plan action items are managed effectively through the CRM system. Jessica also maintains Alpha’s secure document repository containing critical client...
Director – Retirement Plan Client Services Mike joined Alpha Pension Group in 2012 and helps manage the daily operations of Alpha’s clients. He provides support to assist with plan design, ERISA compliance, and fiduciary governance. He loves working for...
Manager – Retirement Plan Client Services Chris joined Alpha Pension Group in 2013 and is responsible for assistance with the design, implementation, and maintenance of client plans. Chris’ extensive experience with ERISA compliance, daily plan operations...
Manager – Retirement Plan Client Services After more than 20 years in the retirement plan industry, Lisa joined Alpha Pension Group in 2018. Lisa manages new client implementations and plan transition operations. Lisa’s exceptional attention to detail and...
Manager – Retirement Plan Services Tara joined Alpha Pension Group in 2019 and is an integral part of building meaningful relationships with all of Alpha Pension’s valued clients. Tara is responsible for overseeing the scheduling and preparation of all...
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), DBA Alpha Pension Group, a registered investment advisor. Insurance services offered through HUB International. Alpha Pension Group, a division of HUB New England, GRP and Hub International are separate entities from and not affiliated with LPL Financial. Alpha Pension Group is the approved name under which LPL Financial business is conducted.
