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EverOak Wealth Co., our Retirement Plan Advisor, has released a new video titled “Where’s the Bottom?”. This educational video is under 5 minutes and discusses market conditions and news headlines, including fear driven headlines, which can often be misleading with intent to trigger reactions during market uncertainty. Time and patience, again and again, tends to be the most important ingredient for driving long term success.


You are always welcome to follow up with EverOak Wealth Co. to review your investment strategy. If you are not yet enrolled, or looking to make changes to your elections, access the Retirement Plan Website today!  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.