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...
Articles
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....
Family Focus Dream Builder Dinner
Alliance Pension Consultants, LLC attended the Family Focus Dream Builder Dinner. Alliance Pension Consultants has been providing retirement plan services to Family Focus (previously Chicago Child Care Society) for nearly 10 years and is proud to have been a sponsor...
Why Advisors Like You Choose Alliance
Video: 2:17 view time. Get Your Copy of 4 Powerful Ways an Independent Recordkeeper Transforms Your Retirement Plan Experience Your clients understand the value of providing retirement benefits to their employees, but they want more than just a standard 401(k) plan....
How to Take Advantage of Retroactive Cash Balance Pension Plans – A Tax-Friendly Solution
How to Take Advantage of Retroactive Cash Balance Plans - A Tax-Friendly Solution A cash balance plan is designed to maximize tax deferrals to the owner and key staff and significantly accelerate the process of saving for retirement, often suitable for small to...
Potential Enhancements Coming Soon to the Voluntary Fiduciary Correction Program
The Voluntary Fiduciary Correction Program (VFCP) allows plan sponsors and other responsible fiduciaries to voluntarily self-correct 19 specific prohibited transactions that violate the Employee Retirement Income Security Act (ERISA) without incurring a penalty....