Tampa, Florida, March 13th 2018 – Alliance Pension Consultants (APC) has been selected as the preferred provider of retirement plan design, administration, recordkeeping and actuarial services for The Financial Engineering Institute’s (FEI) network of over 2,200 financial services professionals.
“We are excited to add Alliance Pension Consultants to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA. Comprehensive retirement plan design and administration are a necessity when it comes to our Advisory Firms serving their business clients. APC’s national presence and expertise in this market make them a natural fit for our ES Team.”
Jeff Feld, CPA and Principal of APC, said, “We built our firm to assist advisors in adding significant value to their client relationships. With our long history of crafting innovative, unbiased designs for businesses seeking to optimize their plans, we have become a valuable resource for hundreds of advisors across the country. We are happy to join FEI’s Expert Sourcing Team.”
Jeff Van Wagner, FSA, Principal and Consulting Actuary of APC added “We are very excited to become part of FEI’s family of experts. With the ever-changing retirement plan landscape, we know advisors need reliable partners who will effectively explain and streamline thought leadership into actionable ideas that can easily be taken to clients and prospects.”
With this announcement, Alliance Pension Consultants joins an arsenal of best-of-breed expert sourcing firms to provide services to FEI’s network of wealth management firms, investment and insurance professionals, attorneys and CPAs across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.
Alliance Pension Consultants, LLC, is a national firm focused on the construction, delivery and support of corporate sponsored retirement plans. Its growth is driven by the hundreds of advisors who have come to rely on Alliance to help guide their business clients in this complex space. For over thirty years, Alliance has proudly focused on recordkeeping, administration and actuarial services for corporate retirement plans – always supporting, and never competing with advisors. Alliance’s superior level of knowledge, innovative technology, commitment and support, leads to valuable discussions and presentations with employers. Learn more at www.alliancepension.com or call 847.291.7390.
The Financial Engineering Institute, headquartered in Tampa, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s Wealth Blueprinting Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit thefei.com or call 888.884.3332.