Advisors 
Employers 
Licensees 
Become an ABG Licensee 
Contact Us 
Market Snapshot

Retirement Plan Recordkeeping & Administration

Alliance Benefit Group offers comprehensive and totally integrated retirement plan administration services encompassing all aspects of plan management.   

Alliance Benefit Group’s administration expertise and flexibility is the core of our successful plan administration.  It allows us to create countless processing variations for all aspects of plan administration to best meet the unique needs of our clients.   In addition, our mutual fund trading platforms and open architecture approach offers access to virtually any investment option available in the marketplace.  

Alliance Benefit Group’s professional staff is unparalleled when it comes to providing accurate; timely; and excellent client service.  The Alliance Benefit Group “brand” name is highly regarded in the retirement plan industry; as demonstrated by consistent recognition and receipt of top honor awards from numerous trade organizations.  

Alliance Benefit Group’s goal is to reduce the plan sponsor’s day-to-day plan responsibilities in all aspects of plan administration. We offer a full range of administrative services through our recordkeeping system including:

  • Daily Valuation of Participant Accounts
  • Annual Reporting and Administration
  • Compliance Testing
  • Document Preparation and Filing
  • Loan Modeling and Administration
  • Daily Investment Exchanges
  • Electronic Data Interfaces for Data Transfers
  • Integrated Payroll Processing
  • Participant Service Representatives
  • 24-hour Voice Response System and Interactive Website
  • Automatic Rebalancing
  • Ability to Record Keep Unique Assets
  • Contribution Calculations
  • Customized Participant Statements which include Gap Analysis
  • Paperless Transaction Processing
  • Trust Services
  • Mutual fund trading via NSCC Fund/SERV trading platform

© Copyright Alliance Benefit Group