Alerus Financial Corp
As a managing business advisor, Jane E.M. Soura delivers comprehensive financial advice to business clients, specializing in retirement solutions including 401(k) plans, employee stock ownership plans (ESOPs), health and wellness programs, payroll, wealth management, insurance, and other services. She also leads a team of Alerus business advisors specializing in retirement services and provides retirement-related guidance to experts across Alerus’ markets.
Jane joined Alerus in 2007 and has nearly 30 years of financial industry experience, specializing almost exclusively in retirement services. Her extensive background has provided her a wealth of knowledge on the subject matter, making her an invaluable educational resource for clients and fellow advisors alike. Jane is a Qualified Pension Administrator and a Qualified 401(k) Administrator. She is based in State College, Pennsylvania.
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Alerus Financial Corp
Alerus Financial Corporation is a diversified financial services company. Through its subsidiary, Alerus Financial, National Association, the Company provides financial solutions to businesses and consumers. It operates through four segments: Banking, Retirement and Benefit Services, Wealth Management and Mortgage. The Banking division offers a line of loan, deposit, cash management, and treasury services. Retirement and Benefit Services provides recordkeeping and administration services to retirement plans; employee stock ownership plan (ESOP) trustee, recordkeeping, and administration, and investment fiduciary services to retirement plans. The Wealth Management division provides advisory and planning services, investment management, and trust and fiduciary services to clients. The Mortgage division offers mortgage loans through a centralized mortgage unit in Minneapolis, Minnesota, as well as through the Banking office locations.