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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®

President

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Whitepapers

Today's Retirement Plan Fiduciary:

Today's Retirement Plan Fiduciary:

What Employers Need to Know to Achieve Compliance and Minimize Personal Liability
Retirement plan sponsors have potential personal liability for decisions they make concerning their 401(k) and 403(b) plans. Today’s Retirement Plan Fiduciary describes their fiduciary responsibilities and suggests steps sponsors may take to mitigate their risk.
© John A.Frisch, CPA/PFS,CFP
The SECURE Act:

The SECURE Act:

Key Provisions of Interest to 401(k) Plan Sponsors
Enacted in the final days of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act seeks to help Americans enjoy greater financial security in retirement. Employers need to be aware of what’s included in the Act. . . .

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.

Learn More

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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