Did You Know?
ERISA Turns 50: Fifty years ago, President Gerald Ford signed the Employment Retirement Income Security Act (ERISA)...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...