ACCOUNT ACCESS
ACCOUNT ACCESS
ACCOUNT ACCESS
ACCOUNT ACCESS
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About
History
Leadership
Jeffrey B. Feld
Theresa E. Piotrowski
Anita Puric
George Niezyniecki
Chad A. Keuneke
Jeffrey M. Van Wagner
Adam Chrestenson
Robert Loeb
Robert Ziegler
Culture
Why Alliance
The Alliance Difference
Services
Overview
Consulting
401(k) / 403(b) Plans
Defined Benefit / Cash Balance
Financial Wellness
For Employers
Unique Solutions
Plan! Website
Client Stories
Video Education
Enrollment and Education
For Advisors
Supportive Partnerships
Proposal Request
Investment Support
Enrollment and Education
Resources
Media
Industry Links
Articles
Q&A
Stories
Contact Us
Inquiries
Locations
Careers
Pay Your Invoice
+
About
History
+
Leadership
Jeffrey B. Feld
Theresa E. Piotrowski
Anita Puric
George Niezyniecki
Chad A. Keuneke
Jeffrey M. Van Wagner
Adam Chrestenson
Robert Loeb
Robert Ziegler
Culture
+
Why Alliance
The Alliance Difference
-
Services
Overview
Consulting
401(k) / 403(b) Plans
Defined Benefit / Cash Balance
Financial Wellness
+
For Employers
Unique Solutions
Plan! Website
Client Stories
Video Education
Enrollment and Education
+
For Advisors
Supportive Partnerships
Proposal Request
Investment Support
Enrollment and Education
+
Resources
Media
Industry Links
Articles
Q&A
Stories
+
Contact Us
Inquiries
Locations
Careers
Pay Your Invoice
401(k) / 403(b) Plans
401(k) / 403(b) Plans
Services
/
401(k) / 403(b) Plans
Implementation
Build a task driven calendar to guide process
Create a custom, secure website
Establish new custodial account
Discuss and update plan document (see Plan Design)
Prepare participant notices, including Blackout notice and fund mapping guide (if necessary)
Design enrollment and education materials, including a custom employee presentation
Plan Design
Discuss your goals
Review techniques and leverage tax laws to reach those goals
Create illustrations to review employer contribution methods and the benefits and costs
Safe Harbor
Match
Profit Sharing – cross testing alternatives
Preparation of all required plan documents and participant notices
Establish separate plan tax ID# (EIN)
Plan Administration
Single point of contact at Alliance
Calculate eligibility and vesting
Allocation of employer contributions
Compliance testing
Discrimination
Coverage
Top Heavy
All other required tests
Government/IRS forms and reports
Summary Annual Report (SAR)
Full audit support
Recordkeeping
Custodian choice
Charles Schwab Bank
Mid Atlantic Trust Company
Full Open Architecture
Over 20,000 investment options
Mutual Funds
ETFs
Model Investment Portfolios
Privately Managed Account Unitization
Self-Directed Brokerage Accounts
Trustee-directed accounts
Company Stock
Plan Sponsor web access
Deferral and loan repayment processing
Distributions
Loans
Quarterly reports and participant statements
Employee Services
Full access to
Plan!
www.Alliance-Plan.com
Online enrollment
Change contribution rate and investment elections
Transfer between funds
Beneficiary designation
Educational resources and calculators
800.406.401k
24 hour monitoring of plan account
Live Representative
Assist with navigating the RPIL website
Reset Username and Password
Enrollment materials
On-site meetings
Webinars
Overview
Consulting
401(k) / 403(b) Plans
Defined Benefit / Cash Balance
Financial Wellness