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 & Acquisitions New York
Was this article valuable?
Here are more articles you may enjoy.
IMA Latest to Sue Howden Over Alleged Employee Poaching 
5 Years After Surfside Collapse: Safer Condos, More Transparency for Underwriters 
Space Startups Seek Insurance for Orbital AI Data Centers 
Mississippi Insurance Dept. Top Examiner Named in $90M Credit Union Theft Suit 
