Let us help you make plan administration simple. Our distinct fee-for-service method allows us to reduce our client’s fees with any expense reimbursement we receive. ABGRM takes a hassle free approach to ensure that plans are compliant with DOL regulations and ERISA laws.

Pair this TPA service with any of the following recordkeeping partners:

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
• Top Heavy Testing

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, advisor portal plan access vWise SmartPlan to help increase participation, fund availability check, RFP’s and fee comparisons. We strive to be your trusted partner by providing comprehensive solutions to make retirement planning simple.

• Website access to check account balances and make transfers
• Employee account statements
• Requesting trades and other transactions within employee accounts
• Providing retirement calculators and guidance
• Producing enrollment and education materials
• Dedicated customer service lines

Alliance Benefit Group plan employees are given access to a wide variety of resources such as online account access, a mobile app to check plan balances or change personal information, and online tools to help manage their retirement account.