Embed Size (px)
Citation preview
Alliance Pension Consultants, LLC1751 Lake Cook Road, Suite 400Deerfield, Illinois 60015
AlliancePension.com
847.291.9440
The AllianceOne Plan
A real 401(k) solution foryou 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 institutionalclass 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 coursewith 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
