Alliance Benefit Group

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

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

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