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Invest 3.5 minutes of your time by viewing the newest video from EverOak Wealth Co., our Retirement Plan Advisor. This educational session is titled “Focus on the Trendline” and provides timely perspective for remaining focused on a long term, disciplined strategy when saving for retirement. While market volatility may seek a reaction, often times that may not be the best time to make changes to your portfolio. 



You are always welcome to follow up with EverOak Wealth Co. to review your investment strategy questions. Please email [email protected] and an associate will get back to you shortly. If your church is not yet participating, please refer to the New Employer Checklist on our Forms page. To change your elections, you and your church treasurer can refer to How to Make Contribution Changes. Please call Alliance Benefits at 800-700-2651 with procedural or forms questions.

Joel Malick currently maintains the Accredited Investment Fiduciary (AIF®) and Accredited Wealth Management Advisor (AWMA®) designations. Joel and his team at EverOak Wealth Co. recognize that running this race for the long term is one of the greatest challenges you’ll face in your lifetime. Thus, they combine critical planning and investment strategies with real-life perspectives. Their consultation is provided at no additional cost to Alliance 403(b) Retirement Plan participants.