Group Retirement Plans
As an employer, you know that a confident team and a decisive game-plan lead to success in the workplace. That is why it is important to make sure your employees are certain about their futures. What better way to reward the people that make your business successful than to provide them with a retirement plan that makes them proud to be part of the team?
Alison, LLC is an independent firm dedicated to bringing you the best in retirement plan management. As your co-fiduciary, we apply a more modern, team approach to achieve your desired results. We have highly experienced personnel who have dedicated their careers to the three main issues regarding plan administration: platform (investment provider) selection, record keeper services, and individual securities selection. Each of the personnel have specialized experience analyzing and reviewing these 3 key areas. Stephen D. Alison, CFP has extensive knowledge in all aspects of this process, while also relying upon the expertise of Kay Anthony, CPA, and Daniel J. Claric.
To round out our capabilities, we have hired outside of the financial sector and believe this provides a unique perspective on the analysis side. Within the technical research staff, we have hired bright individuals such as an engineer. He provides a strong understanding of complex mathematics, scientific method, and analytical reasoning. His experience has brought a fresh perspective to reviewing manager’s philosophies and strategies. Additionally, we have hired an individual specializing in Journalism. He brings an ability to analyze fund reports and publications, discerning their meaning and intent. These added skill sets, along with our deep industry and economic focus provides us with perspectives that can’t be found among our competition.
When Alison, LLC, is engaged as your planning partner, we can provide specific advice to both you as a trustee and your participants regarding investment decisions. We also encourage your employees to become active participants by providing ongoing education; including one-on-one consultations, paycheck analysis, retirement projections, and investment suitability. Working together as co-fiduciaries, you will be well positioned in fund selection, education, and compliance.
In today’s environment, it is important from a fiduciary point of view to make sure plan sponsors and trustees are aware of their responsibilities. As a Plan Trustee, it is imperative for you to have a well thought-out and documented fund selection process. Alison, LLC, will take the lead in selecting and monitoring the platform as well as the plan’s investments. This allows you, the plan sponsor, to not only comply with steps outlined in ERISA Sections 404(a) and 404(c) but to be proud of the retirement plan you have provided.