Alera Group Collabs with Venrollment on Retirement, Healthcare Comms

Alera Group is partnering with Venrollment to offer its portal nationally to the firm’s network of retirement plan advisors.

The platform intends on simplifying retirement and healthcare communication for advisors, offering a white-labeled web-based portal featuring video as a key feature.

Alera Group will offer plan sponsor clients of all sizes access to the Venrollment portal as part of the firm’s newly branded FinWell Connect financial wellness program.

“Our goal is to allow our advisors to scale their communications, but do so without compromising important details or personal touch,” said Christian Mango, executive vice president and national practice leader of Retirement Plan Services. “Venrollment gives us the mechanism to centralize communications and allows us to build custom plan videos, send personalized video messages, and share built-in educational videos and seamlessly connect them to one-on-one coaching.”

Venrollment, based in Wayne, Pennsylvania, developed its platform for advisors to create and deliver customized, plan-specific video content on demand. Alera Group’s advisors will all have access to their own Venrollment microsites, from which they can create plan-sponsor specific, branded portals.

“We aim to be the most efficient, effective way for advisors to communicate with and educate plan participants,” said Justin LaSalle-Tarantin, Venrollment’s president. “Alera Group is committed to maintaining high levels of connection with both plan sponsors and participants, and we’re honored to be part of Alera Group’s rapid growth and comprehensive offering.”