Alliant Insurance Services Launches Retirement & Wealth (RWA) at Alliant

New line of business, led by industry veteran Amit Dogra, expands Alliant’s retirement and wealth advisory capabilities

IRVINE, Calif.--(BUSINESS WIRE)--Alliant Insurance Services has launched Retirement & Wealth at Alliant (RWA), a new line of business that will address the growing convergence of retirement consulting and wealth management by linking institutional retirement plan relationships with individual wealth advisory services through affiliated entities.

RWA will be led by Managing Director & Executive Vice President Amit Dogra, an industry veteran of more than 25 years.

“The financial services industry has long treated retirement and wealth management separately, but we’re going to change that,” said Dogra. “Clients want a more connected approach to managing their financial journey. By aligning the retirement and wealth businesses, consultants within Alliant Retirement Consulting and advisors affiliated with RWA will be better positioned to support individuals and institutions through every stage of need.”

Designed around a partnership model that emphasizes advisor alignment and participation in the long-term growth of Alliant, RWA expects to attract an entrepreneurial-minded advisor focused on optimized client experience. “If you are a retirement plan consultant who is looking for the freedom to grow your business, leverage innovative resources and take advantage of a strong referral network, Alliant is the place to do it,” said Dogra.

With more than $26 billion in assets under advisement, Alliant Retirement Consulting has established a significant presence in the retirement plan market. RWA builds on that foundation by connecting retirement consulting relationships with broader wealth, asset, and cash-management capabilities, as well as AI and other technological and operational resources that support long-term growth.

“As the retirement and wealth landscape continues to evolve, we see significant opportunity to build a more connected model that benefits both advisors and clients,” said David Osterhaus, Senior Executive Vice President, Strategic Growth at Alliant. “Amit brings deep industry experience and a strong strategic vision as we continue expanding our capabilities in this space.”

Dogra’s résumé includes work with registered investment advisors, broker-dealers, family offices, and plan sponsors. He has held senior leadership roles across business development, operations, investment management, and practice management.

About Alliant Insurance Services

Alliant Insurance Services stands among the nation’s top insurance brokers and consultants, providing risk management, insurance, employee benefits, underwriting, and consumer solutions through an entrepreneurial approach focused on delivering smarter, more effective outcomes. Free from the constraints of traditional brokerage models, Alliant combines deep expertise with the flexibility to innovate—helping clients navigate complexity and respond to evolving risks.

Within the industry, Alliant is recognized as a leading destination for top-tier brokerage talent in the U.S. As a majority employee-owned organization, it offers professionals a high degree of autonomy, access to extensive resources, and a distinctive equity ownership opportunity. This approach has contributed to an impressive producer retention rate, along with being recognized by Forbes as one of America’s Best Large Employers and one of America’s Most Trusted Companies.

Visit us at alliant.com.

Important Disclosure: Retirement & Wealth at Alliant ("RWA") is a business initiative that includes services provided through affiliated entities. Investment advisory services are offered through Alliant Retirement Services, LLC, an SEC-registered investment adviser, which is a separate legal entity from Alliant Insurance Services, Inc., although the entities are affiliated through common ownership. This press release is provided for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security or investment advisory service. Clients are not obligated to use services offered by any affiliated entity. Additional information regarding Alliant Retirement Services, LLC, including its Form ADV, is available at www.adviserinfo.sec.gov.