The ABG Advantage combines our recordkeeping service and our expert plan administration to create a low cost solution to meet the unique needs of your clients. Our open architecture platform offers access to virtually any investment option available with Charles Schwab, TD Ameritrade, Fidelity Investments, and Matrix Broadridge, as well as state of the art tools and resources to help with all aspects of retirement planning. We provide comprehensive benefits solutions to ensure successful employee outcomes.
Our Custodial Partners:
Our Full Range of Administrative Services
| Service |
|---|
| Daily Valuation of Employee Accounts |
| Annual, Quarterly, and Daily Reporting and Administration |
| Customized PPA Compliant Employee Statements |
| Employee, Employer, and Plan Advisor Website Services |
| Detailed Client Reporting Services |
| Trust Accounting Services |
| Compliance Testing |
| 404(a)(5) DOL Employee Disclosure Services |
| Document Preparation and Filing |
| Loan Modeling and Administration |
| Daily Investment Exchanges |
| Electronic Data Interfaces for Data Transfers |
| In-House Customer Service Call Center |
| 24-hour Voice Response/IVR System |
| Automatic Rebalancing |
| Ability to Record Keep Unique Assets |
| Contribution Calculations |
| Paperless Transaction Processing |
| Mutual fund, equity, and ETF trading via multiple trading platforms |