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Alliant Retirement Consulting
SEC-regulated
Registered investment advisor
Alliant Retirement Services, LLC, operating as Alliant Retirement Consulting (ARC), offers tailored retirement plan consulting services to employers, specializing in fiduciary risk protection and retirement benefit knowledge. With over 800 retirement plans and $22 billion under advisement, ARC caters to a diverse clientele, including start-ups and Fortune 500 companies, and is recognized as a top-rated 401(k) team. Services provided encompass retirement plan design, vendor review, fiduciary services, investment selection, and employee education. ARC acts as a fiduciary for all client services, offering ERISA 3(38) or 3(21) fiduciary service to employers. The firm's fee structure is flexible, based on factors such as plan size, complexity, and number of participants. Clients may be charged a percentage of assets under advisement, fixed quarterly fees, or participant-based fees. ARC does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm employs fundamental analysis methods for investment strategies, focusing on minimizing risk through diversification and adhering to an Investment Policy Statement. ARC does not have custody of client accounts and provides regular account reviews. The firm maintains a Code of Ethics and prioritizes client privacy, safeguarding personal information and limiting sharing to authorized purposes. Clients can request a copy of the Privacy Policy and address any concerns with the Chief Compliance Officer.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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