Alliant Retirement Consulting

What Alliant Retirement Consulting does

Alliant Retirement Consulting (ARC), legally Retirement and Wealth at Alliant, LLC, is a federally registered investment advisor founded in 2002 and wholly owned by Alliant Insurance Services. The firm provides retirement plan consulting and advisory services to plan sponsors across more than 850 plans covering over 280,000 participants and approximately $22 billion in assets under advisement. Its client base spans startups to Fortune 500 companies, with additional public sector engagements covering 457(b), 403(b), 401(a), defined benefit pensions, and post-employment special pay programs.

The service portfolio is organized around six integrated practice areas: Plan Design, Vendor Review/Search/Placement, Employee Education and Engagement, Fiduciary Services (including 3(21) and 3(38) co-fiduciary roles with investment watch-list management), Investment Selection and Review, and High-Touch Service/Support. The firm recently expanded into third-party administration through its July 2026 acquisition of Retirement Solution Group, a plan consulting and administration firm serving small and mid-sized businesses. There is no proprietary software platform, app, or API; the offering is delivered as professional services by licensed advisors across 11 regional offices (Omaha, Los Angeles, Alpharetta, Austin, Houston, New York, Seattle, Boston, Portland, Oklahoma City, and Erie). Educational adjuncts include the monthly "Financially Speaking" webinar series and plan-sponsor compliance content.

ARC generates revenue through fee-based advisory engagements priced as flat rates tied to an upfront scope of work, typically structured as multi-year contracts. There is no disclosed AUM-linked or per-participant pricing. Go-to-market is sales-led and relationship-driven: senior advisors and the National Practice Leader drive enterprise outreach, supported by content marketing, webinars, industry conferences (NAPA, Manage HR), and the cross-sell leverage of the Alliant Insurance Services brand. The firm has been recognized by NAPA as a Top DC Advisor Multi-Office Firm for five consecutive years (2020–2025).

Name

Alliant Retirement Consulting

Legal name

Retirement and Wealth at Alliant, LLC

Website

https://alliantretirementconsulting.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Alliant Retirement Consulting is a federally registered investment advisor and wholly owned subsidiary of Alliant Insurance Services that provides retirement plan consulting, fiduciary advisory, and third-party administration to 850+ plan sponsors ranging from startups to Fortune 500 companies across 11 US offices.

Ownership category

akta.pro rank

Product category

Retirement Plan Consulting

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421), Management Consulting Services (54161)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industries

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

Keywords

• Retirement plan consulting
• Fiduciary advisory services
• 401(k) plan design
• Investment selection services
• Vendor review consulting

Headquarters

HQ city

Fayetteville

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory and Consulting Fees: Alliant Retirement Consulting generates revenue through fee-based advisory and consulting services for retirement plan sponsors. The firm charges flat rates based on an upfront scope of work for retirement plan consulting, fiduciary services, plan design, vendor review, and third-party administration support.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Alliant Retirement Consulting provides customized retirement plan consulting for employer-sponsored plans (401(k), 403(b), 457(b), defined benefit). Its deliverables include plan design, vendor review and search, employee education and engagement, fiduciary services, investment selection and review under 3(21)/3(38) co-fiduciary status, and ongoing plan administration support, sold on a flat-rate fee basis tied to an upfront scope of work.

Product overview

Alliant Retirement Consulting (ARC) is a retirement plan consulting firm offering a unified set of advisory and administrative services rather than a modular software platform. The core offering consists of six integrated service areas: Plan Design, Vendor Review/Search/Placement, Employee Education and Engagement Services, Fiduciary Services, Investment Selection and Review (including 3(21) and 3(38) co-fiduciary options), and High-Touch Service and Support. These services are delivered through the firm's team of advisors and are complemented by educational resources including the Financially Speaking monthly webinar series and the Plan Sponsor's Guide to Retirement Plans PDF. Third-party plan administration capabilities were expanded through the 2025 acquisition of Retirement Solution Group. The firm serves clients from startups to Fortune 500 companies across multiple office locations nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Plan Design
• Vendor Review, Search and Placement
• Employee Education and Engagement Services
• Fiduciary Services
• Investment Selection and Review
• High-Touch Service and Support
• Retirement Plan Consulting
• Third-Party Administration

Quantifiable outcome

• More than $22 billion in assets under advisement
• +3 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Retirement Solution GroupcoreStrategic or Co-development Partner · 7 July 2026Alliant Retirement Consulting acquired Retirement Solution Group, a plan consulting and administration firm founded in 2005 that specializes in customized retirement solutions for small and mid-sized businesses. The acquisition strengthens the organization's retirement plan consulting, fiduciary, and third-party administration capabilities. Retirement Solution Group's professionals will continue serving clients from their current locations while gaining access to Alliant's expanded resources and national reach.
• Alliant Insurance ServicescoreStrategic or Co-development PartnerAlliant Retirement Consulting is wholly owned by and in strategic partnership with Alliant Insurance Services, one of the fastest growing insurance brokerages in the industry. The relationship provides national strength backed by local expertise, with access to Alliant's broader insurance services including property and casualty, health, and wealth insurance.

Scale indicators5 records

Expansion highlights5 records

Direct peers

• CAPTRUST: CAPTRUST is one of the largest independent retirement plan advisors in the U.S., offering 3(21)/3(38) co-fiduciary, plan design, and investment consulting to plan sponsors. Like ARC, it competes on advisor expertise rather than bundled recordkeeping and targets a similar mid-to-large plan sponsor base.
• NFP Retirement: NFP Retirement is a closely comparable direct peer — an independent retirement plan advisory and consulting firm of similar scale serving plan sponsors with co-fiduciary and investment services. ARC's CIO Jonathan Taporco previously ran operations and analytics at NFP's New York office, underscoring direct functional comparability.
• SageView Advisory Group: SageView is a national independent retirement plan advisory firm offering fiduciary, investment, and participant services to corporate and public-sector plan sponsors. Its flat-fee structure, public sector focus, and national footprint make it a tightly comparable peer to ARC.
• OneDigital Retirement + Wealth: OneDigital is an emerging national retirement and wealth advisory firm built through roll-ups of independent advisors, offering plan design, fiduciary, and investment services. Like ARC, it is part of a broader insurance/benefits platform and pursues similar mid-to-large plan sponsor clients.

Broad incumbents

• Empower Retirement: Empower is a major recordkeeper and integrated advisory provider serving DC plan sponsors with bundled recordkeeping and fiduciary services. It competes against ARC both as a recordkeeper and increasingly as an in-house 3(38) manager.
• Edelman Financial Engines: Edelman Financial Engines combines private wealth advisory with retirement plan participant advice and employer-sponsored plan services. As a broad incumbent, it competes with ARC for plan sponsor relationships and provides participant-level guidance complementary to ARC's sponsor-focused model.
• Willis Towers Watson (WTW) Retirement: WTW operates a large retirement consulting business spanning investment advisory, actuarial, and plan design services. As a broad incumbent, it competes with ARC in larger enterprise plan RFPs while offering deeper actuarial capabilities.
• Mercer (US) Defined Contribution Advisors: Mercer is a large global consulting firm with a substantial DC advisory practice serving Fortune 500 plan sponsors. ARC's National Practice Leader Jay Laschinger previously worked at Mercer, indicating direct overlap in service offering and client segment despite Mercer's much larger scope.
• Aon Retirement Practice: Aon is a global professional services firm with a large retirement consulting practice covering actuarial, investment, and plan design services for major employers. It competes with ARC on enterprise RFPs and serves overlapping Fortune 500 plan sponsor clients.
• Fidelity Investments Workplace Investing: Fidelity is the largest DC recordkeeper and an integrated retirement plan provider offering bundled investment advisory and participant services. As a broad incumbent, it competes with ARC on enterprise plans and increasingly bundles fiduciary services into its platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/alliantretirementconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alliant Retirement Consulting