Scottsdale, AZ, [July 14, 2022] – Benefit Commerce Group (BCG), an Alera Group company, is pleased to announce that DFG 401(k) Advisors, a retirement plan services firm based in Phoenix, has joined Alera Group.
With over 3,500 employees across more than 150 locations, Alera Group is a top independent national insurance and wealth services firm, providing employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. The unique approach of Alera Group combines national resources and best practices with the personal, localized service of each individual firm.
“DFG 401(k) Advisors is dedicated to helping clients execute the best strategies in order to achieve their desired level of financial security,” said Alan Levitz, CEO of Alera Group. “The team is aligned with Alera Group as it endeavors to exceed client expectations, as they provide quality retirement solutions. We look forward to welcoming this team to Alera Group and expanding our footprint in Arizona.”
Scott Wood, Managing Partner and Principal of BCG, noted, “This is the third acquisition in the past 12 months which has expanded BCG’s scope throughout the state of Arizona. We continue to grow as part of Alera Group, and we are widening our business lines to provide more services to our employer clients.”
BCG has employee benefits consulting operations in Scottsdale, Chandler and Flagstaff, Arizona, as well as in Denver, Colorado; commercial property and casualty insurance through Schwartz Insurance Agency in Scottsdale, and now retirement plan services through this new acquisition, which will operate under the name BCG 401(k) Advisors.
“We are a dedicated team of industry professionals, protecting fiduciaries from corporate and personal financial liability and enhancing potential return-on-plan investment opportunities,” said Jeff Anderson, President of BCG 401(k) Advisors. “For more than 30 years, we have enabled conscientious companies to effectively scrutinize and benchmark their 401(k) plans with the goal to improve benefits, save money, streamline administration and ensure compliance amid the confusion of changing legislation and regulations.”
The BCG 401(k) Advisors team will continue serving clients in their existing roles. Terms of the transaction were not announced.
About Alera Group
Alera Group is an independent, national insurance and wealth services firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,500 professionals in more than 150 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit https://aleragroup.com/ or follow us on LinkedIn.
About Benefit Commerce Group
Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven employee benefits and commercial property & casualty consulting and brokerage firm. We are committed to creating strategies and solutions that make life easier and better for companies and their HR teams by providing the best cost-effective benefits value for employers, employees and families, including retirement plan services, and providing risk management and insurance services to businesses. We do this through collaboration—with our clients, our own experienced team, and with other Alera Group firms across the nation. Alera Group is the nation’s 17th largest broker, providing powerful solutions in employee benefits, property & casualty, and wealth services for clients across the country. BCG is a four-time honoree on the Inc. 5000 listing of the fastest growing private companies in America. For more information on BCG, call us at 480-515-5010, visit our website: benefitcommerce.com and follow us on LinkedIn.
About BCG 401(k) Advisors
BCG 401(k) Advisors is an independent qualified retirement plan services company that works with employers to maximize their retirement plan outcomes by increasing effectiveness. The firm provides a variety of services in fiduciary guidance, plan performance and employee financial wellness. Well-versed in industry best practices, BCG 401(k) Advisors provides insight into evaluating plan structures and recommends new and improved ways to boost efficiency and contain costs to further benefit participants.
