Alliance Benefit Group

Plan Design Consulting

Alliance Benefit Group®  believes no two companies are alike.  That’s why it’s important to examine the characteristics unique to an organization to make sure they have the retirement plan that is right for them.  

In addition, an employer sponsored retirement plan is a valuable benefit for your company and its employees; therefore it’s critical steps be taken to not only make sure it is designed correctly but also that it is being effectively managed and properly utilized by its participants.    

Alliance Benefit Group®'s thirty plus years in the retirement plan industry; gives us the knowledge and experience necessary to properly guide plan sponsors in the proper design and management of all types of retirement plans.    Our consultative approach is designed to work with you; your retirement plan committee; and plan provider to insure that the goals and objectives of your plan are being met.   

We offer completely unbiased and independent consulting services as we are independently owned and not affiliated with any proprietary investment company.  

Our goal is to insure that the duties and ERISA obligations of the plan sponsor are being met; provide a full awareness of the cost structure associated with the plan; insure that operational aspects are being administered correctly; and enhance the opportunities for your employees. 

Our wide range of consulting services includes:

Plan Design

Fiduciary Process Review

Fee Analysis

Plan Administration

Employee Education

Investment Analysis

Benchmarking Studies

Provider Comparisons

RFP Management

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