-

Alliant Retirement Consulting Named Top DC Advisor for Multi-Office Firms for the Second Consecutive Year

Alliant Retirement Consulting joins the National Association of Plan Advisors’ list of top DC advisors, exceeding $15 billion in assets under advisement in 2021

IRVINE, Calif.--(BUSINESS WIRE)--The National Association of Plan Advisors (NAPA) has named Alliant Retirement Consulting a Top DC Advisor for Multi-Office Firms. Alliant Retirement Consulting, a division of Alliant Insurance Services, finished 2021 with more than $15 billion in assets under advisement, earning a position among the top deferred contribution (DC) advisors in the nation for the second consecutive year.

“Our Alliant Retirement Consulting team continues to exceed expectations in the DC space with exceptional service, advice, and retirement solutions for a national base of clients,” said Kevin Overbey, President, Alliant Employee Benefits. “The team provides the utmost care and consistency when advising on its clients’ assets in a fast-evolving market climate.”

Alliant Retirement Consulting delivers customized retirement plans and consulting through a full-service team and tailored service model. It has a broad range of clients ranging from start-ups to Fortune 500 companies. The division is listed as a top-rated team according to FT 401 (Financial Times) and Plan Sponsor publications. Alliant Retirement Consulting helps clients prepare for retirement by creating and building wealth and providing protection against a range of risks.

NAPA presents the Top DC Advisor for Multi-Office Firms award to firms that provide exceptional retirement planning advice and help their clients build more financially secure retirements. Alliant Retirement Consulting was recognized among teams with at least $1 billion in assets under advisement and more than one office or physical location.

About Alliant Insurance Services

Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. The business of managing risk is getting more complex, and Alliant is meeting this complexity head-on, not with more layers of management, but with more creativity and agility. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. Visit us at alliant.com.

Contacts

Nick Kopinga
Vice President
Corporate Marketing and Communications
(949) 260-5004
nkopinga@alliant.com

Alliant Insurance Services

Details
Headquarters: Irvine, California
CEO: Greg Zimmer
Employees: 14,000+
Organization: PRI

Release Summary
The National Association of Plan Advisors (NAPA) has named Alliant Retirement Consulting a Top DC Advisor for Multi-Office Firms.
Release Versions

Contacts

Nick Kopinga
Vice President
Corporate Marketing and Communications
(949) 260-5004
nkopinga@alliant.com

More News From Alliant Insurance Services

Shaun Shenouda Named Divisional Chief Operating Officer and AI Transformation Officer of Alliant Underwriting Solutions

IRVINE, Calif.--(BUSINESS WIRE)--Alliant Underwriting Solutions (AUS), the program administrator division of Alliant Insurance Services, has named Shaun Shenouda Divisional Chief Operating Officer and AI Transformation Officer. In his new role, he will guide AUS’ operational strategy and advance transformational change across the division.“Shaun brings a strong combination of strategic perspective, operational leadership, and experience driving change,” said Bill Mecklenburg, Executive Vice Pres...

Alliant Insurance Services Expands Midwest Benefits Team with Dave Brennan

IRVINE, Calif.--(BUSINESS WIRE)--Dave Brennan has joined Alliant Insurance Services as Senior Vice President within its Employee Benefits Group. He will work with employers throughout the Midwest to develop strategic benefits programs that maximize value, address evolving workforce needs, and support broader financial and organizational objectives. “Dave brings a comprehensive understanding of the benefits landscape and a strong track record of delivering results for large, sophisticated employ...

Alliant Insurance Services Adds Karen Spangler to Midwest Benefits Team

IRVINE, Calif.--(BUSINESS WIRE)--Karen Spangler has joined Alliant Insurance Services as Vice President within its Employee Benefits Group. The Chicago-based consultant will partner with employers across the Midwest to develop innovative benefits strategies that address evolving healthcare challenges, optimize program performance, and deliver measurable business results.“Karen has a highly strategic perspective and a proven ability to develop creative solutions for organizations with sophisticat...
Back to Newsroom