Plan!

Alliance provides a unique web portal, with both employer and employee access, to monitor and make changes to plan accounts. The website has many features:

  • Change contribution rates
  • Transfer between funds
  • Reset Username and Password
  • Update beneficiary information
  • Forms and documents available

We also provide a toll-free 800# with automated capabilities to make contribution and investment changes and live support for employees that have additional questions about their account.

In the right margin, we have provided Participant and Sponsor login information for the Plan! website. Please take a few minutes to explore what we have to offer, and if you have any questions, feel free to Contact Us.

 

Education

Alliance supports advisors and employers with enrollment and education by providing various resources. To learn more about these tools and programs, Contact Us.

 

Demo Login Info
Preview Plan!:
Participant
  • Username: DemoPart1
  • Password: DemoPart1
  • Select: Participant
  • Security Question: DemoPart1
Sponsor
  • Username: DemoSpon1
  • Password: DemoSpon1
  • Select: Sponsor
  • Security Question: DemoSpon1

Alliance provides...

top tier service for more than 600 retirement plans, from 1 employee to those with more than 1,000.