COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


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Differing Perspectives Toward Company Retirement Plans

August 01, 2016

Businesses have different needs and expectations when it comes to 401(k) and 403(b) plans. So we construct, monitor and rebalance our INSPIRE401kTM model portfolios and assist participants in their selection.

Better Investments

We offer better investment choices. We have unlimited access to the lowest fee institutional and exchange-traded funds. And because we’re not compensated to represent a particular fund platform, we’re able to include in our plans those funds that demonstrate the greatest potential for investment performance.

Even with the best funds, most participants are at a loss to assemble an effective portfolio. So we construct, monitor and rebalance our INSPIRE401kTM model portfolios and assist participants in their selection. This individualized professional service gives plan participants access to the kind of investment management principles and guidance normally reserved for high net-worth individuals.

Potential Personal Liability

Many business owners and key managers may feel comfortable managing their personal investments, but becoming a 401(k) or 403(b) plan provider is a whole different ball game. Anyone who selects the investments offered in a company retirement plan is considered a fiduciary, subject to Department of Labor regulations. This means that they take on potentially significant personal liability—often without knowing what’s involved. Most business owners don’t realize that as long as they are listed as a plan administrator, they are still held to this high standard—even if they are not involved in the plan’s day-to-day operations.

At Alliant, we serve as “you” in the selecting and monitoring of plan investments, relieving you of the potential liability for these decisions – we accept delegation to serve as your plan’s Fiduciary Investment Manager under ERISA Section 3(38). Additionally, we guide you in all other compliance areas. You don’t need to become an expert in your company retirement plan and are freed up to focus on the success of your business.

Better Participant Experience

As a business owner or manager, you have a genuine interest in your employees’ future and are concerned about whether they will be able to maintain their standard of living in retirement. At Alliant, we help ease these concerns by providing professionally managed investments and individual guidance to help participants select the investments that will best serve them. We also provide web tools that encourage employees to save more, and we offer education on a wide range of important financial issues. By providing your employees with the tools that can help them better prepare for retirement, you can feel confident that you are helping pave their way toward a more solid financial future.

Administrative Ease

At Alliant, we take away the hassles associated with daily plan administration. We offer state-of-the-art plan management tools to help plan sponsors save time and avoid errors. Plus, we’ll meet with you at least once a year to ensure your plan is accomplishing the goals you’ve set forth and that it continues to meet applicable regulatory standards.

Are You Prepared?

Are You Prepared?

New laws, investments, technology, plan designs... choose to enhance and enrich your company retirement plan with a strategic but simple approach: Alliant Qualified Plans.

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Let's Talk

Let's Talk

Our complimentary, no-obligation consultations can help plan sponsors with Plan Analysis, Fee Review, Investment Review, Fiduciary Insights and Plan Success Factors.

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