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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Complimentary Best Practice Consultations

October 15, 2016

At Alliant Qualified Plans, we know that 401(k) and 403(b) plans are complicated and often confusing. You want to make sure you offer your employees the best investments to help them build toward retirement. You also know that you are subject to scrutiny – and potential personal liability – for managing your plan in compliance under ERISA.

Let us help you better understand your obligations and evaluate your plan. Our complimentary best practice consultations can help you fulfill your compliance responsibilities while identifying plan improvements to meet your organization’s goals.

When is a good time to schedule a complimentary consultation?

Whether you’re looking for a new provider . . . or simply want to better understand your company retirement plan and how to improve it, we’d like to meet with you. There’s no obligation associated with a consultation – we appreciate the opportunity to get to know you and offer you a glimpse of the expertise we offer.

Here’s what’s included in a best practices consultation:

Plan Analysis

You’ll learn how your plan’s investment returns and your rates of participation and utilization compare with plans of a similar size and how they compare with other plans in your industry.

Fee Review

We’ll help you meet your fiduciary obligation to understand your plan’s fees. We’ll assist you in identifying the various fees associated with your plan investments and how each of your service providers is compensated.

Investment Review

We’ll calculate the investment performance of your plan’s funds and compare them to their performance benchmarks and asset class averages. You’ll learn the impact that fund share classes and fund management practices can have on investment returns.

Fiduciary Insights

Learn about the protective safe harbors available under ERISA to mitigate risk. We’ll present you with recommendations to reduce the potential liability of your plan fiduciaries as well as discuss optimum compliance procedures.

Plan Success Factors

Our best practices recommendations will respond to the organization goals that you identify for us during your consultation. Suggestions will include strategies that have been proven to achieve successful plan outcomes, including increased investment returns and employee participation rates. During your consultation, we’ll address all questions you have regarding your company retirement plan.

Contact Us Today

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