Alliant Retirement Consulting Sales Trigger

🚀 Battle Card: Alliant Retirement Consulting

• Adriana Courts, Vice President

• A veteran in plan design and fiduciary governance is now dedicated to Pacific Northwest clients → Source

• Catching this Alliant Retirement Consulting sales trigger gives you first-mover advantage on retirement-plan RFPs.

• Complex fiduciary governance and compliance risk

• Low participant engagement and communication gaps

• Primary: Automated Fiduciary Compliance Suite → Mitigate risk & ensure regulatory adherence

• Expansion: Multi-channel Participant Engagement Toolkit → Boost plan enrollment & financial wellness

• HQ: Irvine, CA

• Employees: ≈ 200

• Rev: ≈ $25 M

• Website: alliantretirementconsulting.com

🤼 Competitive Intel

• Mercer — retirement consulting
• Unique edge: global footprint & benchmarking data
• Evaluated by VP Ops for broad industry insights

• Aon — retirement plan consulting
• Unique edge: integrated risk & ROI analytics
• Evaluated by CFO for cost-control strategies

• Willis Towers Watson — plan design & investment
• Unique edge: bespoke modeling & predictive analytics
• Evaluated by HR leadership for customization

• Fidelity — recordkeeping & engagement
• Unique edge: robust participant tools & dashboards
• Evaluated by benefits admin for digital UX

• Vanguard — recordkeeping
• Unique edge: low-cost funds & streamlined plan management
• Evaluated by finance for fee compression

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Automated Fiduciary Compliance Suite❑
PROOF_METRIC  = ❑30% reduction in compliance errors❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Adriana
COMPANY     = Alliant Retirement Consulting
DEPT        = Retirement Consulting
SIZE        = ≈ 200
BOTTLENECK  = low participant engagement
EVENT       = Adriana Courts Joins
DETAIL      = joining ARC as VP
PAIN        = complex fiduciary governance
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915208465&div=41152219
SIM_CO      = Mercer
WIN_METRIC  = 40% participant engagement increase
NEXT_SIZE   = 300
EMP_EST     = ≈ 14000
REV_EST     = ≈ $25M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 200-person Retirement Consulting

Adriana—noticed your Retirement Consulting team is ≈ 200.

That’s when low participant engagement slows growth.

We helped Mercer fix this with Automated Fiduciary Compliance Suite.

Result: 40% participant engagement increase.  
Quick call?

PS—next bottleneck hits ≈ 300.

DM ≤45 words, TONE:
Saw your post about joining ARC as VP — complex fiduciary governance.  
Automated Fiduciary Compliance Suite. 30% reduction in compliance errors.  
Quick chat?