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...
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,...
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
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...
Tax Talk – What You Need to Know
Upcoming Compliance Deadlines for Defined Contribution Plans Reminders for Plan Participants March 15 Employer contributions due to the...
Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future.
Within 18 months: Effectiveness of notice provided for eligible rollover distributions: A 402(f) notice, often referred to as a Special Tax Notice,...
Is it already time to complete another year-end data request?
When Plan Sponsors are asked to provide company and employee census information for a recent plan year, the details being collected affect the...
SECURE 2.0 is a GO!
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for retirement...
How The SECURE Act 2.0 Will Impact Your Retirement Plan
On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly anticipated Securing a Strong...
Save or Toss? Proper Plan Record Storage a Must!
As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be...
Deadline for CARES Act and SECURE Act Amendments Extended
The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first...
New Plan Year Checklist
Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end...
Family Focus Dream Builder Dinner
Alliance Pension Consultants, LLC attended the Family Focus Dream Builder Dinner. Alliance Pension Consultants has been providing retirement plan...
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...
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...
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...
Tax Talk – What You Need to Know
Upcoming Compliance Deadlines for Defined Contribution Plans Reminders for Plan Participants March 15 Employer contributions due to the...
Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future.
Within 18 months: Effectiveness of notice provided for eligible rollover distributions: A 402(f) notice, often referred to as a Special Tax Notice,...
Is it already time to complete another year-end data request?
When Plan Sponsors are asked to provide company and employee census information for a recent plan year, the details being collected affect the...
SECURE 2.0 is a GO!
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for retirement...
How The SECURE Act 2.0 Will Impact Your Retirement Plan
On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly anticipated Securing a Strong...
Save or Toss? Proper Plan Record Storage a Must!
As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be...