COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


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401(k) Solutions

Don’t be Haunted by Plan Fees

There are many frightening things in the world but reviewing 401(k) plan fees doesn’t need to be one of them.  During the month of October, employers sponsoring 401(k) plans may think it whimsical to look at the eerie ghosts, goblins and witches decorating public spaces but shiver at the specter of the U.S. Department of Labor and its strict requirement that 401(k) fees be reasonable.

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Have You Implemented the SECURE Act?

Time is running out.  Half of 2020 is over, and there are important portions of the SECURE Act that affect 401(k) sponsors . . . now!  Much of the SECURE Act took effect January 1, but many employers – overwhelmed as they reinvent business operations in response to COVID-19 – have been unable to focus on the ways the SECURE Act changes 401(k) plan management.  The checklist below presents the most essential SECURE Act provisions that sponsors need to know . . . now.

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A Checklist to Avoid Form 5500 Errors

They’ll be arriving soon:  IRS Forms 5500 to employers for review and signature, if they sponsor a 401k plan with a December 31 year-end. While Third Party Administrators (TPAs) prepare the form and often submit it on behalf of employers, it is the sponsors who are plan fiduciaries and responsible for accurate and timely filing of the Form 5500.

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Service Providers and the Coronavirus

Serious times make clear the value of 401(k) providers that offer the highest level of service.  Amidst the coronavirus, market volatility created by investors reacting to the now-named pandemic reminds plan sponsors how important is their plan’s financial advisor.

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Are You Well Served?

Employers sponsoring 401(k) plans depend on their service providers to help them offer a better retirement plan and operate their plan compliantly under ERISA.  To assist, we describe below the basic responsibilities of key plan providers as well as additional services employers may seek to enhance their participants’ experience and ease their plan operations.

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