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Our Size Alliance Benefit Group, LLC is a national network of independently owned retirement plan consulting; investment advisory; health and welfare consulting; and benefits administration firms. Our combined resources and business metrics bring a “strength in numbers” position to the negotiating table with product providers which allow us to improve our firms' competitive position thereby enhancing their ability to better serve their clients. Our service numbers are impressive; with the following totals being reported as of 12/31/07:
Defined Contribution No. of Plans Assets Participants Daily Valuation R/K 2,222 8.2 Billion 192,522 Adminstration Only 1,538 $ 1.7 Billion 64,679 Balance Forward RK 1,573 $ 3.1 Billion 30,412 Investment Advisory Services Advisor Only 168 $ 611 Million NA Advisor & R/K 613 $ 2.9 Billion NA Other Ancillary Services Defined Benefit Plans 472 $10.2 Billion 197,900 Health Savings Accounts 446 $ 18 Million 7,976 Flexible Spending Accounts 372 NA 37,689 Payroll 198 NA 13,505 |
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© Copyright Alliance Benefit Group |
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