Retirement Plans the Allied Way
You need a partner that understands you, your business, and your employees. As a locally owned independent firm we understand and value small business. We bring you and your employees national retirement resources with a local, personal touch.
Fiduciary Guidance
We serve as a fiduciary for all of our clients – offering 3(38) Investment Management or 3(21) Fiduciary Support for the 401(k) plan. By acting as a fiduciary, we are reducing your liability and providing a prudent, consistent process of monitoring and reviews.
Retirement Plan Design
No two business are the same so your retirement plan should be designed to reflect the unique objectives you have and those of your employees. We will help you design a plan that improves outcomes for your employees.
Investment Selection & Monitoring
Allied’s due diligence process monitors performance, expenses, risk and much more. You’ll clearly understand the ranking and status of your plan’s investment options. Our easy-to-understand investment scorecard shares the results with you and your Investment Committee.
Employee Education
Our team is passionate about getting your employees closer to their retirement goals with personalized employee education. We also offer proactive education on a broad range of financial topics.
Fee & Expense Benchmarking
Our business model is built on transparent pricing and we want to help you understand what you are paying for your retirement plan. Let us help you provide the best value to your plan at a reasonable price.
Vendor Search Analysis
Serving as an advocate, sitting on the same side of the table as you, we help you find the best retirement plan vendors to meet your needs. We are there from start to finish to help with the search, evaluation, negotiation and conversion process.
Retirement Specialists, Not Generalists
Managing your retirement plan is a big responsibility. There are so many considerations to weigh – from investments, plan design, employee education to vendor selection. This is why hiring a team of retirement plan specialists will help provide insights and solutions for you and your employees. We value your time and make the process simple, providing tools and services that allow you to focus on your business while helping you and your employees plan and prepare for retirement.
Corporate Know-How with Western Values
For almost three decades, our experienced team of professionals have provided independent investment advice and fiduciary services to a broad base of companies both large and small across Montana and Wyoming.
We bring the same western values to our approach that you’ve built your business with. Values like taking pride in our work, talking less and listening more, finishing what we start, and keeping promises we make.
About Allied
Independent Local Experts
Allied Investment Advisors employees have almost 30 years of specialized experience in the retirement plan industry.
We serve small and mid-sized businesses across all industries and all plan types - 401(k), 403(b), cash balance, defined benefit and profit sharing plans.
We are a locally owned independent firm who maintains relationships with national partners. Every plan is unique and we strive to provide solutions that best fit the needs of our clients and their employees.
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