Retirement Plan Recordkeeping & Administration
Alliance Benefit Group® offers comprehensive and totally integrated retirement plan administration services encompassing all aspects of plan management.
Our 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.
Our 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
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
Ability to Record Keep Unique Assets
Customized Participant Statements which include Gap Analysis
Paperless Transaction Processing
Mutual fund trading via NSCC Fund/SERV trading platform