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October 12
​Alliant’s John Cunningham Named Among the Top 401 Retirement Advisers by Financial Times

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President John Cunningham has been named one of the nation’s top 401 retirement advisers in 2016 by the Financial Times (FT). The prestigious FT 401 list recognizes the top financial advisers from across the U.S. specializing in defined contribution (DC) retirement plans.

“John has gained a high level of success managing DC retirement plans by working closely with clients, analyzing their unique challenges, and delivering sound financial solutions that stand the test of time,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His powerful combination of service, analysis, and vision has been instrumental to him earning this high distinction.”

The FT 401 is comprised of elite advisers from 41 states. Honorees in this year’s list averaged 18 years of experience advising DC plans and $950 million in DC plan assets under management. DC plans on average accounted for 74 percent of total assets under management.

Financial advisers from across the broker-dealer and RIA channels applied for consideration, with the applicants graded on seven criteria:

  • DC assets under management
  • Growth rate in DC plan business
  • Specialization in DC business
  • Years of experience advising DC plans
  • Industry certifications
  • Participation rate in DC plans advised
  • Compliance record

Currently in its second year, the FT 401 list is produced independently by the FT in collaboration with Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.

Alliant Retirement Consulting is continuing an award-winning run of success in 2016. In April, the division joined some of the industry’s leading retirement advisers and teams on the prestigious PLANADVISER Top 100 Retirement Plan Advisers list. Alliant Retirement Consulting was recognized among teams with more than $5 billion and 250 retirement plans under advisement. (Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisers who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.)

John A. Cunningham is an Investment Advisor representative offering securities and advisory services through Cetera Advisor Networks, LLC Member FINRA/SIPC. Some investment advisory services offered through Vicus Capital, Inc., a federally registered investment advisor. Alliant, Vicus Capital, and Cetera Advisor Networks are separate non-affiliated entities.

October 11
​Alliant’s Jay Laschinger Named Among the Top 401 Retirement Advisers by Financial Times

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Jay Laschinger has been named one of the nation’s top 401 retirement advisers in 2016 by the Financial Times (FT). The prestigious FT 401 list recognizes the top financial advisers from across the U.S. specializing in defined contribution (DC) retirement plans.

“In an era of growing scrutiny and high expectations, managing DC retirement plans requires a highly specialized approach and a strong command of the changing legislative and financial dynamics of the market,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Jay typifies these high standards and has earned a well-deserved place among our industry’s elite retirement professionals.”

The FT 401 is comprised of elite advisers from 41 states. Honorees in this year’s list averaged 18 years of experience advising DC plans and $950 million in DC plan assets under management. DC plans on average accounted for 74 percent of total assets under management.

Financial advisers from across the broker-dealer and RIA channels applied for consideration, with the applicants graded on seven criteria:

  • DC assets under management
  • Growth rate in DC plan business
  • Specialization in DC business
  • Years of experience advising DC plans
  • Industry certifications
  • Participation rate in DC plans advised
  • Compliance record

Currently in its second year, the FT 401 list is produced independently by the FT in collaboration with Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.

Alliant Retirement Consulting is continuing an award-winning run of success in 2016. In April, the division joined some of the industry’s leading retirement advisers and teams on the prestigious PLANADVISER Top 100 Retirement Plan Advisers list. Alliant Retirement Consulting was recognized among teams with more than $5 billion and 250 retirement plans under advisement. (Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisers who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.)

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Alliant Retirement Consulting, a registered investment advisor. Alliant Retirement Consulting, Alliant Employee Benefits, and Alliant Insurance Services and separate entities from LPL Financial.

October 03
​Alliant Acquires the Hecht Group, Growing Northwest Benefits Presence

40-year Portland firm brings three generations of regional leadership to Alliant Employee Benefits

NEWPORT BEACH, CA — Alliant continues to expand its employee benefits footprint in the Northwest with its acquisition of the Hecht Group. The Portland, Oregon, company brings three generations of regional leadership and a versatile combination of employee benefits, financial planning, and insurance expertise under the Alliant banner. The Hecht Group will join Alliant Employee Benefits, the company’s national benefits consulting practice.

“This partnership will support the continued growth of Alliant Employee Benefits and further expand our offerings to businesses and individuals both in Portland and nationwide,” said Tom Corbett, Chairman and CEO of Alliant.

The family-owned Hecht Group has a history reaching back to 1968, and has grown to become one of Portland’s most influential benefits leaders.

“In a changing benefits landscape, the Hecht Group has consistently provided clients throughout the Northwest with strategic solutions that reduce costs and improve business outcomes,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

The Hecht Group has employed an innovative and multidisciplinary approach to cost containment built on four core benefits strategies: self-funded medical plans, on-site medical clinics, pass-through prescription drug benefits, and an online bidding platform. In addition to its extensive employee benefits offerings, the Hecht Group also offers business succession and continuity planning, estate planning, and insurance services.

“Since our founding, the Hecht Group has helped its clients advance through a commitment to delivering cutting-edge, results-driven employee benefits and insurance strategies,” said company President Tricia Hecht-Glad. “Alliant Employee Benefits, with its national reach, deep resources, and proven commitment to service, will further solidify this commitment and help us expand our reach and service offerings going forward.”

Hecht-Glad, along with the Hecht Group’s management team and staff, will join Alliant and will continue to service clients from its headquarters in Portland. Terms of the agreement were not disclosed.

September 15
​Gregg Pizzi Joins Alliant, Bringing a 109-Year New Jersey Institution with Him

Former CEO of C.A. Rogers Group and Charles A. Rogers, Inc. joins company’s middle market division

NEWPORT BEACH, CA — New Jersey insurance veteran Gregg Pizzi has joined Alliant, bringing an enduring history of regional excellence with him to his position as Vice President. The former CEO of one of New Jersey’s most longstanding names in insurance brokerage will provide risk management and insurance solutions to a diverse portfolio of clients throughout the Northeast for the company’s Alliant Americas middle market division.

“Gregg’s longstanding expertise and broad industry reach will provide a strong foundation of continued growth for Alliant Americas in the Northeast,” said Tom Corbett, Chairman and CEO of Alliant. “As we continue to expand our reach and influence in the middle market, Gregg will play a key role in increasing our presence throughout the region.”

Prior to joining Alliant, Pizzi was CEO of C.A. Rogers Group and Charles A. Rogers, Inc., firms that share a 109-year history of success within the Northeast region. C.A. Rogers Group is a full-service commercial insurance brokerage with an emphasis on transportation and logistics, while Charles A. Rogers, Inc. provides a broad range of personal and commercial insurance products and services to regional clients. Both firms will now operate under the Alliant banner.

Pizzi joins Alliant with a longstanding reputation for providing clients with a highly personalized approach to insurance, ranging from helping families purchase homeowners’ insurance to servicing large multinational corporations. His multifaceted experience spans a broad range of industries, including transportation and logistics, construction, manufacturing, real estate, and many others.

Pizzi holds a bachelor’s degree in marketing from Penn State University. He will be based in the Basking Ridge, NJ office of Alliant and can be reached at (973) 425-0487 or at Gregg.Pizzi@alliant.com.

September 14
​Crys Blankenship Joins Alliant Healthcare Solutions

25-year industry leader to service national portfolio of clients, focusing on large, complex organizations

NEWPORT BEACH, CA — Crys Blankenship, one of the nation’s foremost healthcare insurance experts, is bringing her diverse expertise to Alliant Healthcare Solutions, the healthcare practice of Alliant Insurance Services. As Executive Vice President, Blankenship will provide insurance and risk management solutions to a nationwide portfolio of healthcare clients, with a specialized focus on large, complex organizations.

“Over more than 25 years in the industry, Crys Blankenship has established herself among the nation’s most successful healthcare producers through a vital combination of service, technical expertise, and creative problem solving,” said Tom Corbett, Chairman and CEO of Alliant. “She will play an instrumental role in the ongoing growth of our healthcare practice, leveraging her experience working with some of the nation’s largest and most powerful organizations.”

Blankenship joins Alliant with a broad base of expertise that includes risk management, marketing, complex reinsurance transactions, carrier relations, and mergers and acquisitions. She has worked with clients across all areas of the healthcare industry, including hospitals, healthcare systems, physician groups, long-term care facilities, and outpatient facilities.

Prior to joining Alliant, Blankenship served as Managing Director with one of the world’s largest insurance brokerage firms. In this position, she oversaw new business development, supported business retention efforts, and participated in the nationwide growth of the healthcare practice. Blankenship also has prior experience as National Healthcare Practice Leader with another global insurance brokerage firm.

Blankenship attended the University of Southwestern Louisiana. She can be reached in Alliant’s Houston office at (713) 470-4238 or at Crys.Blankenship@alliant.com.

September 08
​​​Alliant Continues Northwest Expansion, Acquires Farmin, Rothrock & Parrott

Acquisition of Spokane, WA-based insurance brokerage is Alliant’s fifth in the region since 2014

NEWPORT BEACH, CAAlliant Insurance Services has acquired Spokane, WA-based Farmin, Rothrock & Parrott (FRP) as part of its ongoing acquisition campaign in the Northwest. One of the region’s most established names in insurance brokerage, FRP brings more than 90 years of service and a strong local reputation to Alliant. This marks Alliant’s fifth acquisition in the Northwest since 2014 as the company continues to grow its Alliant Americas middle market division.
 
“Partnering with FRP expands our regional footprint and adds nearly a century of success to Alliant Americas,” said Tom Corbett, Chairman and CEO of Alliant. “We continue to find outstanding opportunities for growth both in Spokane and throughout the greater Northwest, and remain focused on acquiring companies that have a proven history, entrepreneurial values, and unwavering dedication to servicing to local clients.”
 
FRP was founded in 1922 and provides a full spectrum of commercial and personal insurance solutions to clients in Washington, Oregon, Idaho, and Montana. The company is known throughout the region for its proactive service, strong carrier relationships, and ability to match clients across a range of industries with competitively priced, customized insurance coverage.
 
“The people and businesses of the Northwest have specialized needs dictated by our dynamic regional economy, and FRP is wholly dedicated to building strong and long-lasting relationships with these clients,” said John Richardson, President of FRP. “Joining Alliant will enable us to continue this 90-year commitment and add valuable resources and solutions that help us provide an even higher level of service to our clientele.”
 
Richardson, along with FRP’s entire management team and staff, will join Alliant and continue to service clients from its headquarters in Spokane. Terms of the agreement were not disclosed.
August 10
​Alliant Adds West Coast Benefits Strength, Hires Julie Beacock

Award-winning consultant expands Alliant’s employee benefits capabilities in public and private sectors

NEWPORT BEACH, CA — Alliant has tapped the ingenuity and entrepreneurialism of Julie Beacock as it continues to expand its West Coast Employee Benefits team. As First Vice President within the company’s Newport Beach, CA office, Beacock will work with an extensive portfolio of public and private sector clients to deliver strategies that drive profitability and improve organizational performance.

“In today’s competitive healthcare climate, clients are looking to partner with consultants who understand their business and can deliver solutions that improve performance across all facets of the organization,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Julie’s extensive experience and constant drive to innovate affirms our commitment to delivering modern and transformative solutions to clients across all disciplines.”

Beacock is an award-winning employee benefits consultant with more than 20 years of industry experience. She joins Alliant with a broad arsenal of skills and competencies, including mergers and acquisitions, analytics, population health management, complex funding agreements, and organizational leadership.

Prior to joining Alliant, Beacock was Senior Vice President and National Growth Leader with a top U.S. insurance brokerage firm, where she played an integral role in growing the company’s newly developed national employee benefits practice. In this position, she was instrumental in driving sales and developing strategies to increase market share within various key verticals.

Beacock holds a bachelor’s degree in business administration from California State University, Bakersfield. Active on numerous boards of directors, Julie is the former the Vice Chair with Family Health Centers of San Diego and current Vice President for the Orange County Compensation and Benefits Association.
She can be reached at (949) 242-6299 or at Julie.Beacock@alliant.com.

August 03
​Alliant Continues Western Momentum with Addition of Doug Fyfe

30-year P&C pro brings broad reach and proven market clout to growing Alliant Americas division

NEWPORT BEACH, CA — Alliant continues to add top-tier property and casualty talent to its Western Region brokerage team, hiring 30-year veteran Doug Fyfe as First Vice President of its Alliant Americas division. A regional leader with a history of success throughout California and Arizona, Fyfe will provide a range of high-impact risk management and insurance solutions to a diverse portfolio of clients throughout the region.

“As Alliant Americas continues to expand its influence in the West, Doug offers a powerful combination of broad industry reach and proven market clout,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “His deep knowledge of insurance markets and client-centric approach to the business have enabled him to cultivate effective, longstanding client relationships throughout the region.”

Fyfe joins Alliant within its Thousand Oaks, CA office with experience servicing clients in a broad range of industries and disciplines, including public entity, technology, healthcare, construction, real estate, and many others.

Prior to joining Alliant, Fyfe was Regional Vice President within the insurance division of a large, publicly traded professional services company operating out of its Phoenix office. He also has extensive experience servicing the Los Angeles market as Managing Co-Owner with a large national insurance brokerage firm.

Fyfe holds a bachelor’s degree in business administration from Arizona State University’s W.P. Carey School of Business and a law degree from the Pepperdine University School of Law. He can be reached at (805) 777-4786 or at Doug.Fyfe@alliant.com.

July 28
​Alliant Adds 50 Years of New York Know-How, Hires Charles Weisblum

Veteran insurance professional to serve growing base of Northeast clients for Alliant Americas division

NEWPORT BEACH, CA — Alliant has added 50 years of New York know-how to its property and casualty brokerage team, hiring veteran insurance professional Charles (Chuck) Weisblum. As First Vice President within the company’s Alliant Americas division in New York, Weisblum will deliver customized risk management and insurance strategies to a growing base of clients throughout the Northeast.

“Over a long and illustrious career, Chuck has become one of New York’s property and casualty insurance authorities,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “As Alliant Americas continues to expand its footprint throughout the Northeast, Chuck will provide a solid foundation of local knowledge and industry expertise.”

Weisblum joins Alliant with expertise that spans a broad range of industries and insurance disciplines accumulated during his career as a consultant, broker, and senior executive. Weisblum is highly regarded for his one-of-a-kind, consultative approach to servicing middle-market clients.

Prior to joining Alliant, Weisblum served as a property and casualty insurance consultant, providing due diligence and strategic guidance to real estate owners, developers, and lenders. He has previously served as Executive Vice President with one of the nation’s largest insurance brokerage firms.

A graduate of New York University, Weisblum will be based in Alliant’s Midtown Manhattan office and can be reached at (212) 603-0235 or at Chuck.Weisblum@alliant.com.

July 26
​Alliant Southern Expansion Rolls on with Addition of Mark Laman

30-year Georgia consultant to provide benefits and risk management expertise to middle-market clients

NEWPORT BEACH, CA — With the Southeast market demonstrating continued strength, Alliant has responded by adding expert consultant Mark Laman to its growing roster of top-tier talent. As First Vice President within the company’s Employee Benefits Group, the Alpharetta, GA-based Laman will work with middle-market clients throughout the region to deliver targeted employee benefits strategies that cut healthcare costs, increase productivity, and reduce losses.

Laman joins an employee benefits team in the midst of rapid expansion, as Alliant continues to add industry-leading benefits consultants in Georgia, Florida, and the Southeast region at large.

“For more than 30 years, Mark has received high accolades for his ability to combine innovative employee benefits strategies with his one-of-a-kind risk management approach,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “He will play a key role in our growth as we expand both our geographical reach and middle-market services.”

Prior to joining Alliant, Laman was Executive Vice President with a national financial services and insurance brokerage firm, where he serviced a large portfolio of healthcare and middle-market self-insured clients. A full-service professional, Laman engages in all phases of the client relationship, providing a total solution that leverages the combined strength of employee benefits, insurance, and risk management.

Laman holds a bachelor’s degree from Hope College. He can be reached at (687) 867-6100 or at Mark.Laman@alliant.com.

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