Your Retirement Administration, Recordkeeping & Support Experience

Meeting Your Goals in Retirement Administration, Recordkeeping & Support

To aspire to being different is an intention. In our case, it’s an intention to be excellent. Sure, it’s easy to say, but we work hard to make sure you experience it in everything we do.

You’ll experience the Alliance difference in the way we listen. And you’ll see it as we collaborate with you and your advisor to create a plan that’s designed to meet your savings and benefit strategy.

Two business men working towards excellence

Focusing on Your Success in
Retirement Administration, Recordkeeping & Support

Our focus on supporting financial advisors and their clients hasn’t changed in more than 30 years. We’re clear on why we’re here.

We design a retirement plan to fit you, not the other way around.

We don’t sell retirement plan investment products. Our advice is unbiased.

Our fees don’t grow as your plan does.

We integrate with many leading payroll providers.

Our app and mobile technologies make it easy to get the most out of your plan experience.

We focus on the details of your retirement plan so you don’t have to.

Listening To Your Needs in Retirement Administration, Recordkeeping & Support

We’re proud of Alliance’s Net Promoter Score, but even more proud to share the notes from some of the hundreds of companies we’ve had the privilege to serve.

Alliance is the most efficient and organized plan administrator that I’ve ever worked with. I’m so fortunate that we switched administrators a few years ago; one less worry on my mind!

I’ve become very impressed with their expertise on many retirement plan types as well as the skill level of their staff.

Donna Rebeck, MBA, CPA, CAE Vice President, Finance & Operations National Automatic Merchandising Association (NAMA)

I think maintaining an attentive ear over the years has been something that’s allowed them to be successful. There are very few firms in our marketplace like Alliance.

Patrick J. Smarjesse, CEBS Vice President, David Vaughan Investments

We had many personalities to deal with here, and Alliance was willing to help us manage that by going out of the way on some issues that were important to our employees – Thanks again for doing that.

Cheryl an Alliance client