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Alpha Pension Group

Email address and contacts

Quick try with Robert Milas from alphapension.com

Alpha Pension Group company description

Alpha Pension Group is a retirement consulting firm. We do not sell retirement plans; we provide Investment Analytics, Investment Fiduciary services, and Education services to corporations and nonprofits with qualifying retirement plans. Simply put, that means we ‘pull back the curtain and teach our clients what questions to ask and what they should expect from their service providers. As an investment fiduciary, the highest standard under the law, we put our clients’ interests first to help them get the most out of their retirement plans. We benchmark what you’re paying for your plan—to the decimal point—and show you what other companies are paying for their plans. We want you to know what your fees are and have a mechanism to address them. We mitigate risk, become your advocates, and inform you of legislative changes and best practices to grow and keep your retirement money. In line with our commitment to transparency and strong relationships, we provide every client with a dedicated daily service manager to help you get direct answers to your questions. Our process is simple: we begin with a comprehensive diagnostic review of your current retirement program to assess its design, investment integrity, and cost structure. Then, through personalized consultations, investment advisory, employee education materials and workshops, and in-depth investment analytics, we strive to uncover any hidden fees within your retirement plan and get it back on track with substantially lower fees. Want to get more out of your retirement plan? Let’s talk. Schedule a call today at https://www.alphapension.com/consultation-requests. Securities offered through LPL Financial, Member FINRA/SIPC sipc.org. Investment advisory services offered through Alpha Pension Group, a division of HUB New England, a registered investment advisor. Alpha Pension Group and HUB International are separate entities not affiliated with LPL Financial.

Key Employees

  • Robert Milas
    Chief Investment Officer
  • Greg Donahue
    Chief Technology & Analytics Officer
  • Rich Cawthorne
    CEO - Corporate Retirement Planning Consultant

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New team members of Alpha Pension Group

Keith Killion
Chief Operating Officer
Mark Salamone
CFO - Retirement Plan Consultant
Leah Shalbey
CRM Database Administrator and Internal Support Specialist
Tom Vine Jr.
VP of Sales
Tara Helms
Scheduling Coordinator & Internal Support Specialist
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