Alera Group Announces NY Hire

Alera Group has expanded its national team of Retirement Plan Services professionals with the hiring of New York-based industry veteran Jim Marx as a senior retirement plan services consultant.

Previously, Marx served as retirement plans division director at Edelman Financial Engines. At Alera Group, he will build on over 20 years of managing retirement plans for business owners and their employees. Marx’s experience includes retirement plan design, corporate tax deduction optimization, and investment advisory strategies.

“As we continue to expand through strategic acquisitions and by attracting the industry’s top talent, I’m thrilled to welcome Jim to the Alera Group team,” said Christian Mango, executive vice president and national practice leader for Alera’s Retirement Plan Services division. “Jim is an outstanding professional with a long history of innovative service, and his addition is another significant step forward for our national team.”

Based in Ossining, New York, Marx will work in association with The Waterford Group, an Alera Group company based in Rochester, New York.