This weeks post is from Alliance Pension Consultants, LLC. They have build a solution for retirement plans that should be investigated by Advisors for ease of use and participant outcomes.

1. Alliance Pension Consultants, LLC
1751 Lake Cook Road, Suite 400
Deerfield, Illinois 60015
AlliancePension.com
AllianceOne@AlliancePension.com
847.291.9440
The AllianceOne Plan
A real 401(k) solution for
you and your clients
● Simple, turn-key plan
● Ultra low-cost investment options
● Fiduciary protection
● Participant retirement readiness
● High-touch administration services
● Competitive advisor compensation
Pre-mixed models of institutional
class and “Smart Index” funds
● Retirement focused asset allocation strategies
- Risk-based models
- Target retirement date models
● Funds selected and monitored by 3(38)
Registered Investment Advisor
Participants are put on course
with a proper retirement strategy
● Automatically enrolled
● Automatically invested
● Mandatory employer safe harbor contributions
Real fiduciary protection
● ERISA Section 3(16) Fiduciary – Independent Plan
Administrator
● ERISA Section 3(38) Fiduciary – Independent
Investment Manager
Easy to operate
● Direct advisor access to Alliance’s
expert support and consulting team
- High-touch, personal service
- Dedicated ERISA professional serves as your plan contact
● Delivery of required company and employee reports
401(k) Plan Fees*
Less than 1% of plan assets, including
Independent named fiduciary
0.25% Investment Advisor Compensation
Complete recordkeeping & administration services
Custody service
Investment fund expense ratios
*there is an additional $450 per quarter charged to the company for annual compliance services.
● Annual plan monitoring
● Investment policy statement
● Quarterly performance report
Advisor support