Login to your Online 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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We know your clients are your top priority

We want to make you the star when it comes to working with your clients. Knowing how important financial education is to the success of participant outcomes, we provide you with all the information and tools they need to get ahead. Contact us to get started.

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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