Successful Outcomes for Sponsors and Participants

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Driven by robust technology, systems and services, Allegiant Wealth Management has the unique ability to help create successful retirement plan outcomes for plan sponsors and participants alike.  Meaningful benchmarking of a provider’s services requires equal emphasis on the cost and quality aspects of provider services.  We provide a wide array of resources designed to engage employees, deliver essential plan information and provide solutions that can lead to successful outcomes.

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Some of the items we help our clients with are:

• Complying with retirement plan regulations

• Adhering to fiduciary responsibilities

• Paying reasonable fees

• Offering competitive funds

• Preparing participants to retire when you need them to retire

• Target Date Fund Analysis

• Explaining & Breaking down investment fees.​​

• Financial education for employees tailored to your company and employees needs.

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Have questions about employer sponsored plans?  Fill out the contact us form below or give us a call.