We are the right team to handle your company's retirement plan needs! 

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The Only Call You’ll Have To Make

One of the things that makes us stand out is our "one-stop-shop" approach. Our professional staff is experienced at providing personalized service to both you and your participants. We have the answers you need, when you need them. We'll administer the plan, handle the investments, and can give advice to your employees (if you want us to.) If you have a local advisor that you want to work with, they can do the tasks they prefer to do and have knowledge in, while we come alongside them to do everything else to maintain the plan. For example, if they prefer to meet with the business owners and employees, we’ll take care of everything else that needs to be done. This allows business owners and participants to have someone local that they can work with while not creating a lot of labor for their advisor in areas where they don’t have the experience or systems in place to run the plan efficiently. Additionally, participants have 24-hour access to their account information via our automated phone system and can view and initiate transactions via our interactive website.

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Retirement Plan Administration

Our retirement plan team at Alliance provides full-service administration for defined contribution retirement plans, tailoring them to best fit the needs of your company. We strive to provide service in an accurate and timely manner.

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Investment Philosophy

Our investment philosophy involves using investment options that meet our stringent screening criteria, while focusing on the long–term investor. We are not tied to, nor do we receive commissions from, any fund family. This allows us to serve your needs without an obligation to sell the preferred products of other fund, brokerage, or investment companies. We complete independent evaluations of a full range of mutual funds in order to create an investment menu appropriate for your needs and then regularly monitor each investment option, automatically making changes to the investment lineup when we feel it is appropriate.