Login To Your Advisor Portal

Ease of access is important to us. To access & manage your retirement plan(s), please use the login form to the right. We've also added Single Sign On to your retirement plan(s) directly from the Advisor Portal.

How We Serve You

TPA Services

As a TPA, ABGRM helps to serve the retirement plan needs of employers and employees. By working with us, you will benefit from a comprehensive package of services that include: Plan Design Consultation, Plan Documents and Maintenance, IRS Form 5500 filing, Non-discrimination testing, ADP/ACP Testing, and Top Heavy Testing.

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Recordkeeping

It is our goal to ease the responsibility held by advisors to manage and maintain their retirement plan practice. Advisors are provided with custom reporting to help increase participation, fund availability check, RFP’s and fee comparisons.


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Your growth is our priority

The 401(k) Sales Champion is a complete development program that gives you the tools you need to market and grow your 401(k) business. Whether you are launching a business, looking to grow, or looking for ways to improve your current book of business – this is the tool for you.

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The Future is Tech

Our mobile app allows your clients to access information regarding their retirement plan benefits in real time.

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Advisors