Since 1979, Alliance has been a leader in providing experienced and responsive retirement plan design and administration solutions. The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We work together and with other professionals to create extraordinary teams that succeed in plan design and administration. Our constant goal is to deliver value by providing unbiased, cost-effective solutions to the most complex and critical challenges.
We understand that you wish to sponsor a retirement plan with flexible features. Alliance’s approach is to listen and review so we may properly focus our professional attention to creating and administering a plan that fits your needs. Alliance offers a complete retirement plan solution, in conjunction your investment advisor to your company on a very cost-effective basis.
In addition, Alliance accommodates superior investment options chosen by your professional advisor, provides precise and timely plan administration, proactively announces tax law changes, suggests appropriate course adjustments, effectively communicates the plan to the participants and monitors all of your IRS responsibilities.
Specialties
Open Architecture 401(k) Plan Record Keeping, 401(k) Fee Analysis, Cash Balance Plan Design and Administration
