Online Retirement Planning Resources. Below are several valuable websites that may be beneficial for plan sponsors and retirement plan professionals: Employee Benefits Security Administration (EBSA) - https://www.dol.gov/agencies/ebsa Internal Revenue Service (IRS)...
Articles
Investment Advisory Roundtable Recap
Recently, we hosted a spirited roundtable meeting with a select group of advisors who specialize in retirement plans. Our objective was to delve into pertinent industry topics and trends, share fresh ideas, and explore how we can further help you and our mutual...
$7,500 Raised at Golf Fundraiser
It was a great day for those who attended the Bob Ziegler Golf Outing Fundraiser on August 25th. The event included a shotgun start, contests, food, drinks, and socializing. All proceeds will benefit Bob Ziegler’s children. Special thanks to our sponsors, we could...
Retirement FYIs
Americans are giving up their full retirement benefits because they are fearful of Social Security running out of money. Only 10% of working Americans will wait until they are 70 years old to enjoy the maximum payments. * This...
Improving our communication skills to best serve our clients & partners.
We had training in Taking Flight!: Master the DISC Styles to Transform Your Career, Your Relationships...Your Life instructions. It’s a great way to understand the different styles to communicate with your clients, co-workers, and those in your personal life with the...
No More IRS 5500 8955 Headaches. Making Your Job Easier.
Effective immediately, Alliance Pension Consultants will transmit your IRS Form 5500/8955-SSA filings on your behalf, eliminating the headaches caused by keeping track of multiple login information, signer credentials and delays due to technology issues. Instead, we...
Discover How We Helped a Women’s Health Care Provider Save Over $206K in Retirement Plan Design Contributions for Employees
Client Saves Over $206K in Retirement Plan Design Contributions for Employees Read time 0:53
Kristen L. Fitzpatrick, CPA, Managing Principal, cut the celebratory ribbon at the Grand Opening of Miller Cooper & Co., Alliance Pension and BT Partners’ new downtown Chicago office.
Miller Cooper, Alliance Pension and BT Partners held a Grand Opening of their new downtown Chicago office. Ms. Fitzpatrick said: “We really want the new office to be a springboard for a new level of collaboration and connection. When we were designing the space, we...
Supporting Mental Health and Wellbeing for Employees
At Alliance, we proudly support mental health and wellbeing to recharge so you can be the best at doing your job. This month, we had a raffle for four tickets to see Chicago at Ravinia with center seats in the third row.
The Hidden Costs of Borrowing from Your401(k) Retirement Plan
Written by: Jeff Feld, CPA and Principal Taking a loan from your 401(k) retirement plan may seem like an attractive option because you are borrowing from yourself. However, a closer look exposes the potential drawbacks and hidden costs associated with this decision....