Page 6 - SepDefComp
P. 6
Alliant Overview of Responses – Alliant Scores
NFP Retirement Innovest
Section 1: Minimum Criteria
TOTAL SCORE 8 8
Section 2: Verifiable Knowledge, Skill & Ability
TOTAL SCORE 28 26
Section 3: Ability to distinguish from competitors
TOTAL SCORE 22 25
COMBINED SCORE 58 59
Section 4 : Vendor overview and capabilities
AUM $295B / $14.5B PS $27B / $17.6B PS
PE Clients 86 101
PS/401(a) Plans 64 45
Core Clients 1087 191
# added 193 59
# lost 32 13
AlliantRetirementConsulting.com | For Informational Purposes Only. Not intended as Legal or Tax advice. Advisory Services offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.
