Your Partner in Providing Comprehensive Employee Benefits Consulting,
Investment Solutions, Fiduciary Support and Administration Services
Contact an Alliance Benefit Group
®sales representative today at sales@abgnational.com.
HELPING ADVISORS COMBINE
WORLD-CLASS RECORDKEEPING
AND FLEXIBLE FIDUCIARY SERVICES
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
HELPING ADVISORS COMBINE
Investment and
Fiduciary Support
In today’s rapidly changing retirement landscape, financial advisors need a trusted partner who offers administrative expertise and comprehensive services to help their plan sponsor clients succeed.
That’s where Alliance Benefit Group
®comes in.
As an investment advisor, ABG®’s 401(k) ChoiceSM can provide you with a
comprehensive package of sound investment options, fiduciary support, and core administrative and recordkeeping services. 401(k) ChoiceSM
allows fee-based advisors and registered representatives to tailor investment selections, bundle plan options and customize fee schedules to align their business model with the needs of their plan sponsor clients.
Let’s work together to help grow your plan sponsor business.
A Partner with National Resources
and Personal Service
Alliance Benefit Group,® a national network of independently owned
retirement plan consulting firms, is one of the largest retirement plan administrators in the country. ABG® provides administrative services
to over 16,000 plans representing more than $52 billion in assets and approximately one million plan participants.
•
Offices in over 45 cities, 25 states and Puerto Rico.•
Over 100 sales people to assist you.ABG
®
Makes it Easy for Advisors
ABG® gives financial advisors the tools and resources to service the plan sponsor marketplace with confidence. Thousands
of registered investment advisors and financial advisors affiliated with broker/dealers look to ABG® to provide their plan
sponsor clients with outstanding service and advice at both the corporate and participant level. With 401(k) ChoiceSM, our
fiduciary investment advisory support, quality investment platform, and administrative expertise allows financial advisors to focus on what they do best: servicing their clients.
Working for You
•
Administration and Recordkeeping•
Local Sales Support•
Knowledgeable Plan Specialists•
Investment Advisory Support•
Co-Branded Proposals for Plan Sponsors•
Investment Policy Statements•
Quarterly Investment Monitoring Reports•
Participant Educational Materials•
Website Access to Plan Information•
Auto Enrollment to Drive Participation•
Auto Escalation to Increase Balances•
3(38) Fiduciary ProtectionYour Role on the Team
As a financial advisor, you know your plan sponsor clients best — their business, key employees, corporate goals and culture. Your knowledge is invaluable in structuring a total retirement plan solution that is as unique as your client. ABG® knows plan consulting,
recordkeeping and administration. Together, we can provide advice and service individually tailored to the specific needs of your small- and mid-sized corporate clients.
Serving the Needs of
Plan Sponsors
ABG® is widely recognized within the industry for providing high
quality service, flexibility and expertise. Years of experience as an independent benefits consultant give our plan sponsor clients and financial advisor partners the assurance that we can provide innovative solutions to today’s changing retirement landscape. We currently service over 16,000 plans in the small- and mid-sized markets with participant numbers ranging in size from just a few individuals to more than 5,000 employees.
Benefits that Fit the Plan Sponsor
•
Dedicated Client Service Specialist•
Plan Design/Review and “Optimization” Advice•
New Plan Document/Summary Plan Description•
Conversion to New Platform by Dedicated Team•
Comprehensive Compliance and Tax Reporting•
Plan Reports (Online and Paper)•
Trustee Services, if Desired•
Distribution Processing including 1099•
408(b)(2) and 404(a)(5) Disclosures•
Website Access to Plan Information•
Quarterly Newsletter•
Auto Enrollment to Drive Participation•
Auto Escalation to Increase Balances•
3(38) Fiduciary ProtectionHelping Employees
Achieve a Comfortable
Retirement
ABG® provides a robust suite of services and tools to help
employees feel confident and achieve success. Today, over one million employees across the country count on ABG® to
help them better understand retirement savings and the various options available to them.
Valuable Resources for the Participant
•
Education/Enrollment Booklets•
Online Enrollment Options•
Quarterly Account Statements with Personal Rate of Return•
Paper or Electronic Statements•
Gap Analysis•
Call Center Assistance•
Interactive Voice Response System•
Participant Website•
Auto Enrollment to Drive ParticipationComprehensive
Partner Advantages
When you partner with ABG,® you get everything you expect from
a major independent national retirements benefit provider. With decades of experience and a national platform of benefit services, we are committed to providing you with innovative resources and services that can help make your retirement plan business more successful. Those services include:
•
Eligibility Determination•
Auto Enroll/Auto Escalate•
401(k) SmartPlan Interactive Education/Enrollment•
New Comparability Contribution Design•
Defined Benefit Plan Administration•
Cash Balance Plan Administration•
ESOP Administration•
403(b) Plan Administration•
Benchmarking Services•
Level Compensation Fee Structure•
Risk Based Investment Models•
3(38) Fiduciary Protection*Services may vary among ABG® offices.
The ABG
®
Difference
ABG® is uniquely positioned to provide you with:
•
Local Sales Assistance to the Advisor•
Local Servicing of the Plan Sponsor•
Full Crediting of AUM to the Broker Dealer at Fund Levels•
Level Compensation Fee Structure•
Competitive Compensation to the Advisor•
Low or No Cost to the Plan SponsorOur ability to provide these features adds value for our clients and differentiates us from our competition.
The ABG
®
Difference
ABG® is uniquely positioned to provide you with:
•
Local Sales Assistance to the Advisor•
Local Servicing of the Plan Sponsor•
Full Crediting of AUM to the Broker Dealer at Fund Levels•
Level Compensation Fee Structure•
Competitive Compensation to the Advisor•
Low or No Cost to the Plan SponsorOur ability to provide these features adds value for our clients and differentiates us from our competition.
Contact Us
As an investment advisor, ABG®’s 401(k) ChoiceSM can provide you with a
comprehensive package of sound investment options, fiduciary support, and core administrative and recordkeeping services.
Discover how our experience, technology, and innovative approach can solve your benefits puzzle.
Contact an Alliance Benefit Group® sales representative today at