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®


  • Our Services

    A Better Plan

A Better Plan for Employers

August 01, 2016

At Alliant Qualified Plans, we take a very different approach to 401(k) and 403(b) plans. We offer advantages that employers will find difficult to obtain from other retirement plan providers. Our plans stand out in the small plan market by providing employers and participants alike with individualized services. In all that we do, we help our clients implement best practices for a better retirement plan.

Fiduciary Governance

One of our most important distinctions is that we are a true fiduciary adviser. Objectivity is the hallmark of our services and advice. As a Registered Investment Advisory firm, we’re conflict free today and we’ll continue to be so, just as we’ve always been. As a retirement plan sponsor, you need to have absolute confidence that your provider is impervious to the influences of third-party financial institutions.

Distinctive among all advisors, Alliant agrees to serve as a Fiduciary Investment Manager to our plan sponsor clients as permitted under ERISA Section 3(38). To state it a different way, “we become our clients,” relieving them of the potential liability for the selection and review of their plan investments. Decisions in retirement plan lawsuits against plan sponsor fiduciaries (and awards against fiduciaries’ personal finances) most frequently result from the decisions made concerning plan investments.

Full Compliance Management

Another way we provide unmatched value is by offering full compliance management. It’s an area to which many small plans don’t have regular, coordinated access. At Alliant, we meet regularly with those responsible for day-to-day plan management, helping them understand the “ins” and “outs” of ERISA’s rules and calendaring their obligations. We also fulfill many of their compliance responsibilities and maintain an online compliance documentation vault on their behalf.

Eased Plan Administration

Administering a plan can be stressful for employers. We try to ease this burden as much as possible. Numerous reports help you track information that’s important to you. Other state-of-the-art plan management tools help you save time and avoid costly errors.

Fee Transparency

The hidden fees in most retirement plans make it difficult for employers to fulfill their fiduciary obligation to understand and ensure all plan fees are “reasonable.” At Alliant, we believe in transparency. The fees for each service your plan receives are clearly and regularly reported to you. And we present you annually with an independent benchmarking report so that you can document that you have met this important fiduciary obligation.

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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