Alera Group Acquires New York’s The Waterford Group

April 23, 2021

Alera Group, a financial services and risk management company, has acquired The Waterford Group, a Rochester, New York-based retirement plan specialist providing consulting and fiduciary services to companies.

Following the acquisition, The Waterford Group team will continue serving clients in their existing roles. Terms of the transaction were not disclosed.

The Waterford Group provides 3(38) fiduciary and educational services to employer-sponsored retirement plans and wealth management services.

Alera Group is a financial services and risk management company with more than $500 million in annual revenue offering employee benefits, property/casualty, retirement services and wealth management solutions to clients nationwide.

Source: Alera Group

Topics Mergers New York

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