Retirement plans function best when the right people and providers are working together. Altus works alongside a curated network of retirement plan partners and technology providers that support every aspect of your plan, from compliance and investment oversight to payroll integration and participant experience.
Our role is to help bring these pieces together so everything works as it should. In many cases, we work alongside your existing providers. When change is necessary, we help guide that process thoughtfully.
A Coordinated Approach That Keeps Everything Aligned
At the center of every retirement plan is the plan sponsor. Around that are multiple partners, including payroll providers, recordkeepers, TPAs, investment managers, and supporting technology platforms.
Altus works across all of these relationships, helping ensure communication stays aligned, responsibilities are clearly defined and decisions are implemented correctly.
We sit alongside each provider, not above or separate from them. This allows us to maintain an independent perspective, while helping ensure nothing is missed and everything stays on track.
Flexible Partnerships Built around Your Plan
While we have established relationships with several trusted firms, our approach is intentionally flexible. We regularly collaborate with a wide range of providers and are always focused on aligning the right partners to your plan, not the other way around.
- You are not required to change providers to work with Altus.
- We can integrate into your existing structure.
- We help evaluate relationships based on what is best for your plan.
Technology and Platform Partners
We leverage industry-leading platforms to deliver data-driven insights and a superior participant experience.
Osaic
Altus is affiliated with Osaic, one of the largest independent wealth management networks in the country. This relationship provides essential support behind the scenes, including compliance, technology and operational infrastructure. At the same time, it allows Altus to remain independent and focused on delivering unbiased guidance to clients.
RPAG
RPAG provides the data, technology and institutional research that supports how we evaluate retirement plans. Through this platform, we access tools for investment scoring, fee benchmarking and provider analysis. This allows us to review plans with added structure and consistency, supporting more informed decisions and stronger documentation.
Venrollment
Venrollment is a communication and education platform that helps simplify how employees understand their retirement plan. Through Venrollment, we create a centralized, plan-specific resource hub that includes videos, tools and key information. This allows participants to access what they need, when they need it, in a format that is easy to understand.
Your Money Line
Your Money Line is a financial wellness platform that extends support beyond the retirement plan. Through a combination of coaching, digital tools and educational resources, it helps employees address day-to-day financial challenges, while staying focused on long-term retirement goals.
Working with Your Existing Providers
In addition to these technology partners, Altus regularly works alongside tax professionals, payroll providers, HR specialists, benefits brokers, recordkeepers and third-party administrators.
Each of these relationships plays an important role in how your plan operates. Our responsibility is to help coordinate these efforts, so everything works together in a structured and consistent way.
A Connected Approach that Supports Your Business
The strength of a retirement plan is not just in the individual components. It is in how those components work together. Altus helps create that connection. By coordinating across partners, aligning communication and staying involved, we help ensure your plan is supported from every angle without creating added complexity for your team.
Let’s Start the Conversation
If you would like to better understand how your current providers and systems are working together, Altus can help bring clarity to the process.
