Alliant’s Retirement, Consulting Arm Acquires Retirement Solution Group

The retirement and wealth management division of Alliant Insurance has acquired Retirement Solution Group, marking its first transaction since launching last month. 

Through the acquisition, which was made through Alliant Retirement Consulting, Retirement & Wealth at Alliant will gain broader access to the firm’s retirement solutions, which are targeted towards small and mid-sized businesses. 

The acquisition marks the unit’s first transaction since launching last month. The new line of business addresses the consolidation of retirement consulting and wealth management by connecting institutional retirement plan relationships with wealth advisory services through affiliated entities. 

The unit is led by EVP and managing director Amit Dogra. 

As part of the transaction, all members of Retirement Solution Group have fully transitioned to Alliant. 

“Joining Retirement & Wealth at Alliant allows us to expand the resources and capabilities available to our clients while preserving the personalized service and trusted relationships that have defined our firm,” Steve Scott, CEO of Retirement Solution Group, said. “We’re excited about the opportunities this partnership creates for our clients and our team.” 

Retirement Solution Group, which was founded in 2005, provides retirement plan consulting, fiduciary support, compliance services, third-party administration, and educational tools. 

Retirement Solution Group’s professionals will continue serving clients from their current locations while gaining access to the expanded resources and national reach of Retirement & Wealth at Alliant. 

Alliant Retirement Consulting manages over $28 billion under advisement, across more than 1,000 retirement plans, the firm said.