Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Los Angeles, CA • allmerits.com
Alpharetta, GA • alliantretirementconsulting.com
Alliant Retirement Services
Allmerits Asset, LLC
Key Contact(s)
Key Contact(s)
Jay Laschinger 770.235.1114 • jlaschinger@alliant.com
Firm Profile With over 600 retirement plans and $15 billion under advisement, Alliant Retirement Consulting (ARC) serves a broad range of clients – from start-ups to Fortune 500 companies. Established in 2002, Alliant Retirement Consulting is wholly owned and in strategic partnership with Alliant Insurance Services, one of the fastest-growing insurance brokerages in the industry. Our mission is to deliver customized retirement plan guidance and consulting through a full-service team and tailored service model that enables our clients to spend more time growing their businesses while pursuing successful retirement outcomes for participating employees.
Primary Market(s) Served Mid: $10-$100 million
Options Available • 3rd Party Vendor Analysis Tool • Benchmarking Tools
Ken Choe 213-514-2959 • kenchoe@allmerits.com Brian Lee 213.215.9637 • brianlee@allmerits.com Matthew Kim 818.319.0898 • matthewkim@allmerits.com
Firm Profile As an Independent RIA, Allmerits Asset, LLC, has built and refined a process to be more than just another advisor. We offer a dynamic global approach to managing your money, not constrained to any one style of investing or to any one sector, or to any one strategy. We have portfolio strategies for all market conditions and investor objectives. Our mission is centered around helping our clients to realize their goals and objectives. Allmerits advisors are fully equipped to deliver the highest level of service possible to our clients.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Options Available • In-language Services for Participants
• Participant Advice/Participant Services
• Investment Education
• Allows Fiduciary Declaration 3(21)/3(38)
• Third Party Vendor Analysis
• Custom Risk Based/Target Date Models
• Plan Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Plan Health Analysis Tools
Home Office Employees Supporting the Business
• Plan Sponsor Fiduciary Training
30
• Minimum Fee Schedules
Home Office Employees Supporting the Business 12
NAPABLACKBOOK2023
67