Have any questions? 1 (800) 421-4758 or customerservice@abgrm.com

401(k) Choice

401(k) Choice is designed to insulate plan sponsors from the risks of running a retirement program in today’s regulatory environment. We do this by providing fiduciary support services and partnering with your own trusted financial advisor. In order to give employees the greatest chance of having adequate retirement savings, 401k Choice encourages employees to invest in quality investment vehicles and offers easy-to-implement, professionally-designed investment strategies.

  • 3(38) Fiduciary protection
  • Investment policy statements
  • Local administration and recordkeeping
  • Knowledgeable plan specialists
  • Investment advisory support
  • Local sales support
  • Co-Branded proposals for plan sponsors
  • Quarterly fund monitoring and administration reports
  • Auto enrollment to drive participation
  • Auto escalation to increase balances
  • 3(38) Fiduciary protection
  • Auto enrollment to drive participation
  • Auto escalation to increase balances
  • 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
  • Employee educational materials
  • Online enrollment options
  • Account statements with personal rate of return
  • Call center assistance
  • Financial Calculators
  • BALANCE - Financial Fitness Program
  • Interactive voice response system
  • Employee website and mobile account access
  • Mobile App for Android & iOS
  • Gap analysis
  • Worry-free investment selection assistance

ABG 401(k) Choice Approved Broker Dealers

As an approved Broker Dealer, each firm has:

  • Reviewed and approved the 401(k) Choice fund list
  • Selling agreements in place with all funds on the 401(k) Choice fund list
  • Approved ABG as a 401(k) plan administrator and recordkeeper

Calton Group
www.calton.com

Commonwealth Financial Network
www.commonwealth.com

H. Beck, Inc.
www.hbeckinc.com

HD Vest
www.hdvest.com

KMS Financial Services, Inc.
www.kms.com

Proequities
www.proequities.com

Securities America
www.securitiesamerica.com

Sterne Agee & Leach
www.stearnagee.com

Triad Advisors, Inc.
www.triad-advisors.com

United Planner Financial Services
www.unitedplanners.com

Get in touch with us now to talk more about how we can help build a customized retirement plan for your company