We are a nationally known, experienced benefit
and retirement third party administrator.
Since 1980 we have been using a consultative approach to understand your objectives and recommend the right mix of innovation, technology and benefit solutions to meet your needs and ensure long term success. Whether you need help designing, implementing or administering your benefit and retirement programs, or a combination of these services, you’re guaranteed a comprehensive range of solutions, customized to fit the needs of both your business and employees.
We are one of the largest third-party administration firms in the Western United States and an affiliate of the Alliance Benefit Group (ABG). Since our incorporation in 1980, we have specialized in the design, installation, administration, and termination of qualified retirement plans on a professional fee basis.
At Alliance Benefit Group-Rocky Mountain, we are committed to translating our clients' retirement goals into reality. We promise to provide our customers the best possible assistance available through a team of highly-trained professionals. Our clients always have the national backing and support of the entire Alliance Benefit Group team.
As a nationally known provider, Alliance Benefit Group-Rocky Mountain takes a holistic approach to retirement planning that secures the vision of plan sponsors, protects fiduciaries, and encourages the retirement readiness of plan participants.
Our flexibility and independence are focused around three areas:
1. Plan Consultation
2. Record Keeping Solutions
3. Fiduciary Support Services
Alliance Benefit Group-Rocky Mountain thrives on the front lines of industry trends and regulations. We use our national alliance to establish best practices in plan design, fee disclosure, technology, and service standards. Our experienced and credentialed team members look beyond standard approaches to find the best fit. Our commitment to continued education helps ensure that our clients are continuously informed about their options throughout the relationship.
Our independent and unbiased recordkeeping solutions allow a plan the maximum flexibility to create unique offerings that compliment any investment strategy. Our bilingual staff is the best team around. Over 40% of our direct service staff is credentialed through the American Society of Pension Professionals and Actuaries (ASPPA) with an average tenure of 12 years industry experience.
Our business is built around the education and protection of plan fiduciaries. We are flexible enough to support any advisor or to take on full or partial fiduciary liability when it comes to plan assets. Our fiduciary services allow financial professionals and employers the security of mitigating risk while providing employees a benefit to help them secure a meaningful retirement.
When you choose our team, you choose a benefit-plan solution that is focused on you, not your plan provider. When you choose Alliance Benefit Group-Rocky Mountain you choose the best.