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Delivering the Right Retirement Plan Services

Alliant Retirement Services focuses on delivering retirement plan services to meet the specific needs of each client. Whether it is performing extensive vendor searches, reviewing investment analysis reports, or assisting in the preparation of an Investment Policy Statement, Alliant Retirement Services always begins by carefully listening to you to fully understand your organization’s particular issues, challenges, and goals.

Vendor Search Assistance

Having the right vendor to handle your retirement plan for your company is key. Alliant Retirement Services can help you find the vendor that meets your unique criteria.

Our vendor search process is designed to align your organization’s goals and objectives with the best-fit vendor who can deliver on these needs. Our proprietary weighting system ranks all vendors by the following criteria:

  • Investment options
  • Total cost to client
  • Recordkeeping and administration
  • Compliance services
  • Plan sponsor/participant services
  • Education services
  • Conversion capabilities

Investment Review

Our proprietary, independent investment reviews are designed to keep you aware of the performance of the investments in your plan. Reports include:

  • Economic summary
  • Plan summary
  • Investment policy scorecard (which grades the performance of the individual funds)
  • Fund-by-fund analysis

These reports are provided to you on an ongoing basis.

Fiduciary Liability Advice

You have many duties to fulfill as a plan sponsor and a fiduciary of a retirement plan. Alliant Retirement Services works with you to help you manage your fiduciary liability exposure by promoting specific procedures, such as:

  • Developing an Investment Policy Statement
  • Documenting all Investment Committee meeting minutes
  • Maintaining a complete fiduciary file
  • General compliance best practices

In addition to these main areas of focus, Alliant Retirement Services offers a wide range of ongoing support in areas such as plan design, vendor management, vendor fee negotiations, and day-to-day operations.