Alliance Benefit Group has unique perspective and expertise in the fiduciary aspects of investment consulting for retirement plans.    Our thirty plus years in the retirement plan industry; gives us the knowledge and experience necessary to properly guide plan fiduciaries in designing the Plan's investment structure, selecting the appropriate investment managers, and monitoring those managers relative to stated objectives and benchmarks. 

Alliance Benefit Group offers completely unbiased and independent consulting services as we are independently owned and not affiliated with any proprietary investment company.    In addition, we offset our fees dollar for dollar with any revenue sharing or fee service credits received from mutual funds.  

Alliance Benefit Group’s mission is to provide comprehensive, professional, independent and timely advisory services to our clients.  Our combination of education, experience; professional qualifications, ethics, and documented policies and procedures successfully guide plan sponsors through the complex and intricate fiduciary requirements of all types of retirement plans. 

Specifically, our core consulting services include:  

• Developing the Risk and Return Benchmarks Used to Select and Monitor Investment Managers
• Preparing the Plan’s Written Investment Policy
• Conducting the Initial Manager Search
• Providing Quarterly Investment Monitoring Reports
• Conducting Periodic Plan Review Meetings with the Investment Committee
• Providing Interim Updates as Major Market Occurrences Dictate

Alliance Benefit Group will also recognize in writing our fiduciary status in relation to the management and monitoring of plan investments.   

In addition, we offer comprehensive participant education programs designed to educate your participants about properly utilizing the plan and its investment choices.  Our services include: 

• Designing Individualized Enrollment and Educational Materials
• Conducting On-site Group and Individual Enrollment Meetings
• Providing   Individual Financial Planning and Investment Advice