List of Alerus Financial Retirement Recordkeeping Customers
Grand Forks, 58201, ND,
United States
Since 2010, our global team of researchers has been studying Alerus Financial Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Alerus Financial Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Alerus Financial Retirement Recordkeeping for Retirement Recordkeeping include: Fulton Bank, a United States based Banking and Financial Services organisation with 3400 employees and revenues of $1.18 billion, Pollard & Associates, a United States based Professional Services organisation with 24 employees and revenues of $5.0 million, Access Retirement Solutions, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Alerus Financial Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Alerus Financial Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Access Retirement Solutions | Banking and Financial Services | 10 | $1M | United States | Alerus Financial | Alerus Financial Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a | In 2024, Access Retirement Solutions implemented Alerus Financial Retirement Recordkeeping, deploying the Alerus Financial Retirement Recordkeeping application as its recordkeeping backbone for the Access PEP. Apps Category: Retirement Recordkeeping. The company states that the Alerus partnership supplies retirement recordkeeping, trust and custodial services and the participant technology platform for participating employers and their employees in the United States. The implementation focuses on core retirement recordkeeping capabilities and participant engagement tooling, including participant portals and financial wellness tools. Functional capabilities implemented include plan level recordkeeping, participant account access via the participant technology platform, and custody and trust services managed by Alerus Financial Retirement Recordkeeping, configured to support the Access PEP structure. Operational coverage is the United States and the scope includes participating employers and their plan participants, aligning plan administration and participant-facing services under the partnership. Governance is structured around the vendor partnership model, with Alerus providing recordkeeping and custodial operations while Access Retirement Solutions provisions the Access PEP offering and employer relationships. | |
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Fulton Bank | Banking and Financial Services | 3400 | $1.2B | United States | Alerus Financial | Alerus Financial Retirement Recordkeeping | Retirement Recordkeeping | 2025 | n/a | In 2025, Fulton Bank engaged Alerus Financial to provision Alerus Financial Retirement Recordkeeping in the Retirement Recordkeeping category for Fulton Financial Advisors' retirement plans in the United States. The engagement was documented with a transition schedule that begins January 28, 2026 and provides participant access on or after February 3, 2026. The implementation covers core recordkeeping and plan administration capabilities, with explicit module usage documented as recordkeeping and participant portal in the vendor transition materials. Alerus Financial Retirement Recordkeeping will include an upgraded participant digital and mobile experience designed to improve participant access and service, and configuration activities will focus on plan setup, participant enrollment flows, and participant portal branding and user experience consistent with Retirement Recordkeeping functional workflows. Operational scope is limited to Fulton Financial Advisors' retirement plans in the United States, supporting benefits administration and participant servicing functions within the advisory business. The vendor transition materials form the basis for module mapping and cutover sequencing, and they explicitly list the recordkeeping and participant portal modules to be enabled during the transition. Governance and rollout coordination will be conducted between Fulton Financial Advisors and Alerus Financial per the vendor transition materials, with phased cutover and participant enablement beginning in early February 2026. The transition documentation also defines governance touchpoints for participant support and recordkeeping reconciliation workflows to ensure operational handoff after go live. | |
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Pollard & Associates | Professional Services | 24 | $5M | United States | Alerus Financial | Alerus Financial Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a | In 2024 Pollard & Associates implemented Alerus Financial Retirement Recordkeeping to support client 401(k) and defined contribution plans in the United States, explicitly aligning with Retirement Recordkeeping requirements. Pollard & Associates lists Alerus Retirement and Benefits among its recommended recordkeeper partners, signaling an established partner relationship for recordkeeping services. Alerus Financial Retirement Recordkeeping is used to deliver retirement plan administration, daily valuation recordkeeping and transaction processing for Pollard clients, with module usage indicated by Pollard's partner listing for recordkeeping/valuation services. Functional coverage emphasizes participant account valuation, contribution and distribution transaction processing, and ongoing plan administration workflows consistent with Retirement Recordkeeping solutions. Operational scope is focused on Pollard client plans in the United States and affects plan administration, recordkeeping operations and client advisory functions within Pollard & Associates. Governance is reflected through Pollard's partner recommendation and operational alignment, which directs clients to Alerus Financial Retirement Recordkeeping for recordkeeping and valuation responsibilities. |
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