JV
Jeff Van Wagner
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Work Experience
Nov 2013 - Present · 11 years and 1 months
Principal
Oct 2015 - Present · 9 years and 2 months
Chief Actuary
Nov 2013 - Present · 11 years and 1 months
Employee Benefits Practice Leader
Oct 2009 - Jun 2013 · 3 years and 8 months
Company Details
Since 1979, Alliance has been a leader in providing experienced and responsive retirement plan design and administration solutions. The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We work together and with other professionals to create extraordinary teams that succeed in plan design and administration. Our constant goal is to deliver value by providing unbiased, cost-effective solutions to the most complex and critical challenges. We understand that you wish to sponsor a retirement plan with flexible features. Alliance’s approach is to listen and review so we may properly focus our professional attention to creating and administering a plan that fits your needs. Alliance offers a complete retirement plan solution, in conjunction your investment advisor to your company on a very cost-effective basis. In addition, Alliance accommodates superior investment options chosen by your professional advisor, provides precise and timely plan administration, proactively announces tax law changes, suggests appropriate course adjustments, effectively communicates the plan to the participants and monitors all of your IRS responsibilities. #financialplanning #retirementplanning #401k #financial services _________________________________________________________ Locations 1751 Lake Cook Road, Suite 400 Deerfield, IL 60015 2 North Riverside Plaza, Suite 900 Chicago, IL 60606 _________________________________________________________ Phone: 847.291.9440
Year Founded
1979
Social Media
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Industry
Financial Services, Life insurance companies, Financial and insurance services, Business Services, Health insurance companies
HQ Location
1751 Lake Cook Road Suite 400 Deerfield, IL 60015, US
Keywords
Open Architecture 401(k) Plan Record Keeping401(k) Fee AnalysisCash Balance Plan Design and Administratio401(k) Plan AdministratioERISA Consulting
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