ABG Advantage

  • Alliance Benefit Group offers comprehensive and totally integrated retirement plan administration services encompassing all aspects of plan management.
  • Our experienced administration teams can design and administer customized benefits solutions.
  • Our professional staff are unparalleled when it comes to providing accurate, timely, and excellent client service.
  • Customized PPA compliant statements are delivered to your employees electronically or via first class mail.
  • We recordkeep all of your employees' contribution rates, and even given them the ability to make changes online.
  • We offer state-of-the-art website services for employees, employers, and plan advisors.
  • Employees have the ability to schedule one-time or recurring rebalances on their investments.
  • Your employees will have the ability to make investment changes via their online account on a daily basis.
  • We draft and issue annual disclosures to your employees, which meet all current regulations to keep your plan compliant.
  • We offer annual compliance testing services, as required by the IRS and DOL regulations.
  • We execute mutual fund, equity, and ETF trading via multiple trading platforms.
  • We provide you with a secure portal to transfer sensitive documents to our team.

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:

  • 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

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