Industry Organization Membership

ABG is represented on a number of national boards and associations providing us the opportunity to identify issues and initiatives that need to be addressed by our industry.

These Organizations include:

  • Fidelity Advisory Board
  • Schwab Advisory Board
  • First Trust (FISERV) Advisory Board
  • Schwab Retirement Technology Board
  • Internal Revenue Service Employee Plans / Exempt Organizations Benefit Council
  • Advisory Board of Society of Professional Asset Managers and Record Keepers (SPARK)
  • Investment Regulations Subcommittee of the Governmental Affairs Committee of ASPPA

Direct outcomes of our presence have included:

  • Enhanced revenue sharing agreements
  • Alliance Benefit Group - Schwab Health Savings Account product
  • Fidelity and Schwab Referral Service

ABG is committed to providing our member firms and their clients new opportunities to enhance the services we offer.

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