The Alliance Advantage
The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We assemble extraordinary teams that succeed in plan design and administration.
We understand the importance of a retirement plan with flexible features. Alliance’s approach is to listen and review so we may properly focus our professional attention on creating and administering a plan that fits each client’s needs. Alliance offers a complete retirement plan solution on a very cost-effective basis.
The advantage in working with Alliance is our ability to accommodate superior investment options, provide precise and timely plan administration, proactively monitor tax law changes, suggest appropriate course adjustments, effectively communicate the plan to the participants and monitor IRS responsibilities.
The Alliance Difference
- Alliance hires and trains the brightest people and keeps them challenged by encouraging professional growth. A typical Alliance employee has been with us for over 12 years - almost triple the industry average!
- Our retirement plan consultants are owners of the firm and are continuously involved with your plan.
- Alliance critically reviews plan design unencumbered by a corporate mandate to stay “within the box”.
- No asset based fees. Our work does not increase as plans grow - nor do our fees.
- We do not charge per participant fees. The number of participants has limited effect on the cost of plan administration.
- Alliance charges a flat and fully disclosed fee for professional services. Our net fees can actually decrease as a plan grows.
- Alliance does not limit investment choices. We do not work for providers of investment products. Therefore, clients are free to choose funds that are appropriate for their participants.
- Our resources are solely committed to retirement plan administration. Alliance does not outsource any portion of plan administration.
- Our systems have been rigorously reviewed as reflected in our SAS70 audit for over 15 years.
- Our team has been consistently following through on promises to clients for over 30 years.