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Name
Allie C. Rivera
Title
Senior Consultant and Director of Investment Consulting, Strategic Retirement Group
Bio
Allie C. Rivera is Senior Consultant and Director of Investment Consulting for Strategic Retirement Group. Allie’s responsibilities include researching, analyzing and monitoring retirement plan investments, benchmarking plan design features, fees and services and providing essential support to SRG’s senior consultants. In addition, Allie facilitates provider and asset manager due diligence projects. Prior to joining SRG in 2014, Allie gained experience in the retirement plan sector at Katz, Zlotnick & Associates where her responsibilities included investment due diligence and analysis. Allie also worked on a number of internal and client facing research projects.