Alliant Retirement Consulting

The firm's public record does not identify a named lead principal or investment committee chair. In the independent retirement plan consulting model, a senior advisor — often the founder — typically holds direct responsibility for manager selection and plan committee recommendations. Until a named principal is disclosed, the decision-maker remains unspecified.

Most independent retirement plan consultants structure engagements under ERISA section 3(21) or 3(38), accepting co-fiduciary responsibility for investment decisions. Whether Alliant explicitly operates under a 3(38) investment-manager designation, which carries the highest fiduciary duty, is not confirmed. The firm's positioning as a consulting practice rather than a product distributor strongly implies a fiduciary-advisory model.

Boutique retirement plan advisors typically source clients through professional-services referrals — CPAs, benefits attorneys, and third-party administrators — and through direct relationships with business owners and HR leadership. The firm likely competes in a local or regional market against larger aggregator RIAs and the retirement-plan divisions of national insurance brokerages.

The independent plan-consulting market covers 401(k) and 403(b) defined-contribution plans, 457 governmental plans, cash-balance and traditional defined-benefit pensions, and nonqualified deferred-compensation arrangements. Alliant's specific plan-type concentration is not disclosed publicly, though most boutiques in this space focus on corporate 401(k) plans with assets between $5 million and $200 million.

Firms structured strictly as retirement plan consultants do not manage pooled assets directly and do not report regulatory AUM. Alliant likely operates on an advisory-only basis, making nonbinding recommendations to plan committees regarding fund-lineup changes, recordkeeper selection, and fee structures. Any discretion would be disclosed in the plan's investment policy statement.