Company Retirement Plans
When it comes to qualified retirement plans, the Alliant team takes great pride in helping both businesses and their employees to succeed. Our consultative process is backed by an ultra-high level of service and state-of-the-art technology.
It’s no exaggeration to say that we do substantially more than other firms to deliver the most effective, efficient and hassle-free solutions available to today’s employers.
Alliant provides an exceptionally streamlined, efficient way to meet all your retirement-plan needs.
We design and manage a plan to meet your business’s objectives, and provide optimal investment options along with professional investment management. We help protect your organization and people against legal risk, and we deliver full compliance management. Our ultra-high level of service eases your administrative burden. And we provide robust education and support for employees.
GOING THE EXTRA MILE
The retirement-plan business is a competitive one. We deliver an “above-and-beyond” level of service that we believe all businesses should demand.
One of our most important differentiators is that we are a true fiduciary advisor. Many brokers, consultants and advisors have created confusion by positioning themselves as plan fiduciaries even though they do not actually alleviate any fiduciary liability for plan sponsors.
As a 3(38) Investment Manager under ERISA, we function as the plan’s fiduciary investment manager. This removes from the plan sponsor all responsibility and liability for the selection and monitoring of plan investments, and places it squarely on our shoulders.
How else do we provide unmatched value? By providing the following:
- Annual ERISA compliance training for plan fiduciaries.
- Annual strategic-plan management and design consultation.
- Complete compliance management: We ensure that our clients have crossed their “T’s” and dotted their “I’s” in every area of plan compliance.
- A secure compliance documentation data vault for service agreements, plan documents, participant disclosures, Form 5500 and other documents.
- Complete model portfolios that simplify employees’ investment choices based on their goals, time horizon and risk tolerance.
YOUR TRUSTED, LONG-TERM PARTNER
As your advisory partner, our goal isn’t a sale, it’s a relationship. In addition to the annual meetings described above, we hold regular, consultative meetings with plan managers and decision-makers.
We know that our clients care about their employees and want to see them create secure retirements, even as they help to build and grow successful businesses. No provider in the market is more dedicated to helping you deliver a successful retirement plan.