3 Did You Knows
Americans say they need an average of $1.46 million to retire comfortably in 2025, reflecting continued concern about...
Important Compliance Deadlines
Deadline for sending Form 1099-R to participants who received distributions from a qualified retirement plan during...
Fiduciary Checklist: Retirement Plan Oversight Best Practices
Fiduciary oversight requires consistent review, documentation, and disciplined governance. Your Alliance Team, in...
Retirement FYIs
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
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
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.
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.
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...
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...
$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,...
Retirement FYIs
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
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
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.
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.
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...