Since 1979, Alliance has been a leader in providing experienced and creative plan design and administration solutions. Our founder, Irving J. Sachs, was an established CPA and attorney whose mission was to provide unbiased and honest advice to clients. His passion, dedication and hard work were the seeds of our growth, and, through the recruitment of bright professionals, we have developed an environment that promotes innovative thinking and spirit.


A little about how we got here
  • 2013

    2013

    Recognized in Plan Sponsor magazine and by Charles Schwab as one of the fastest growing firms

  • 2010

    2010

    Alliance selected to serve on SunGard's National Advisory Board

  • 2008

    2008

    ETFs added as available investment choices in retirement plans

  • 2004

    2004

    Alliance selected to serve on Schwab's National Advisory Board

  • 2000

    2000

    Electronic trading platform partnership formed with Mid Atlantic Capital Corp

  • 1994

    1994

    Daily valuation recordkeeping capability added - Alliance is one of the first firms to offer true open architecture 401(k) plans

  • 1981

    1981

    Jeffrey B. Feld, CPA joins Alliance as a senior manager, helping define the company's growth strategy

  • 2012

    2012

    First annual Advisor Symposium in Lake Geneva, WI

  • 2009

    2009

    Downtown Chicago office opens. Recordkeeping assets exceed $1 billion

  • 2005

    2005

    Paperless client file and workflow system introduced

  • 2002

    2002

    Recordkeeping assets exceed $500 million

  • 1996

    1996

    Electronic trading platform partnership established with Charles Schwab

  • 1989

    1989

    Team expands with the addition of Theresa E. Piotrowski, who takes a leadership role in consulting and plan administration services

  • 1979

    1979

    Alliance was founded by attorney and CPA Irving J. Sachs