About Scarborough
For more than five decades, Scarborough Alliance has had one basic mission: To help union members plan for a comfortable retirement. Our role begins as you start saving and continues as you transition into and through your retirement years.
We have a deep understanding of labor union retirement plans and the challenges they face. We are focused on providing a suite of investment programs to help union members and their families align their assets with their goals. Since 1970, local unions and their members have turned to Scarborough Alliance as a trusted partner that is honest, dependable, and 100% committed to our participants.
Who we serve and how
- Active and retiring local union members
- Individualized retirement planning and investment advice
- A live person answers your calls, with no confusing phone prompts and buttons to push
- With an average of 14.6 years tenure servicing the IBEW plans, representatives have the experience and knowledge to answer participant questions
- All plan participants, active and retired, are offered account reviews with securities-licensed representatives holding some of the industry’s top designations
- We work with IBEW members in 48 states from Maine to Hawaii
Local union leadership
- Trusted fiduciary to IBEW plans with deep, long-standing relationships with members and within the leadership structure of the IBEW locals and International office
- Exceptional level of personalized retirement planning services that are not typically available to qualified retirement plan members
- Demonstrated track record of high participant satisfaction as measured by workshop surveys, account review surveys, and a high retention rate
- Independent financial advisors offering non-proprietary investments
- Offer plans to accept rollovers of your members’ company retirement plans, and qualified retirement plan solutions for Local Union staff and companies who employ your members
- Investments for Local Union reserve funds
