Latest News & Articles
Retirement Plans and the 2024 Election: What You Need to Know

Key SECURE 2.0 Provisions Effective in 2025
The SECURE 2.0 Act of 2022 introduces several provisions designed to boost retirement savings. SECURE 2.0 modifies the...
Tax Talk – Winter 2024
(Read time 0:53) Welcome to the latest edition of Tax Talk. In this issue, we highlight upcoming crucial compliance...
3 Did You Knows – Retirement Fun Facts
Millennials were the largest generation group in the U.S. in 2022, with an estimated population of 72.24 million. Born...
2023 Brings Significant Changes To Form 5500
Aug 9, 2023
The Department of Labor (DOL) announced its annual revisions to the IRS Form 5500. What Is IRS Form 5500? Why Is It Important? An...
Summer 2023 Tax Deadline
Aug 8, 2023
You might be interested in an important compliance deadline coming up for defined contribution plans and a quick reminder about filing IRS Form...
Improving our communication skills to best serve our clients & partners.
Aug 7, 2023
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...
No More IRS 5500 8955 Headaches. Making Your Job Easier.
Jul 21, 2023
Effective immediately, Alliance Pension Consultants will transmit your IRS Form 5500/8955-SSA filings on your behalf, eliminating the headaches...
Discover How We Helped a Women’s Health Care Provider Save Over $206K in Retirement Plan Design Contributions for Employees
Jul 18, 2023
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.
Jul 5, 2023
Miller Cooper, Alliance Pension and BT Partners held a Grand Opening of their new downtown Chicago office. Ms. Fitzpatrick said: “We really want the...
Supporting Mental Health and Wellbeing for Employees
Jun 21, 2023
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...
The Hidden Costs of Borrowing from Your401(k) Retirement Plan
May 22, 2023
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...
Family Focus Dream Builder Dinner
May 10, 2023
Alliance Pension Consultants, LLC attended the Family Focus Dream Builder Dinner. Alliance Pension Consultants has been providing retirement plan...
Investment Advisory Roundtable Recap
Sep 12, 2023
Recently, we hosted a spirited roundtable meeting with a select group of advisors who specialize in retirement plans. Our objective was to delve...
$7,500 Raised at Golf Fundraiser
Aug 30, 2023
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,...
Retirement FYIs
Aug 29, 2023
Americans are giving up their full retirement benefits because they are fearful of Social Security running out of...
2023 Brings Significant Changes To Form 5500
Aug 9, 2023
The Department of Labor (DOL) announced its annual revisions to the IRS Form 5500. What Is IRS Form 5500? Why Is It Important? An...
Summer 2023 Tax Deadline
Aug 8, 2023
You might be interested in an important compliance deadline coming up for defined contribution plans and a quick reminder about filing IRS Form...
Improving our communication skills to best serve our clients & partners.
Aug 7, 2023
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...

No More IRS 5500 8955 Headaches. Making Your Job Easier.
Jul 21, 2023
Effective immediately, Alliance Pension Consultants will transmit your IRS Form 5500/8955-SSA filings on your behalf, eliminating the headaches...
Discover How We Helped a Women’s Health Care Provider Save Over $206K in Retirement Plan Design Contributions for Employees
Jul 18, 2023
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.
Jul 5, 2023
Miller Cooper, Alliance Pension and BT Partners held a Grand Opening of their new downtown Chicago office. Ms. Fitzpatrick said: “We really want the...
Supporting Mental Health and Wellbeing for Employees
Jun 21, 2023
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...