Alliance Benefit Group

Preferred Pricing with Leading Industry Providers

Alliance Benefit Group Licensees benefit from enterprise level pricing agreements for products and services offered by each of the following leading industry providers.  For specific details on each, contact Alliance Benefit Group.

Preferred Mutual Fund Revenue Sharing Contracts 
Direct revenue sharing contracts outside the normal revenue sharing arrangements are available with leading mutual fund companies including the American Funds, Oppenhiemer, and MFS.  

Custodial Fees on Major Trading Platforms  
Lower custody and trustee fees as well as enhanced revenue sharing contracts are available from leading fund trading platforms such as Fidelity, Schwab, and TD Ameritrade.  

Newkirk is a leading provider of targeted marketing and educational communications materials for retirement plan providers, managed care, wealth management, and professional firms.     

Plan Investments Plus  
The Plan Investments Plus is a web based integrated system of premium analytical tools, client reports, and account management designed to assist advisors and consultants provide investment advisory and fiduciary services. 

StyleADVISOR, developed by Zephyr Associates' is an investment analytics software package that offers a complete range of programs analyzing investment managers, mutual funds, financial markets and investment portfolios. 

Schwab Retirement Technologies (RT)  
Schwab Retirement Technologies® (RT) provides a variety of recordkeeping, web, voice, and call center products for third party plan administrators.   

SunGard Relius
SunGard Corbel’s Relius program offers a suite of retirement and health plan administration programs and processes.

Masterypoint Financial Technologies
Masterypoint Financial Technologies, a division of Newkirk, offers a number of retirement plan solutions designed to provide plan participants the tools they need to help them navigate through the many savings and investment decisions required for their qualified plans.

Enwisen is a leading provider of a variety of on-demand personalized workforce communications solutions including AnswerSource Knowledge Center, a comprehensive suite of on-demand HR communications applications

Microsoft Live Office Meeting  
Microsoft Office Live Meeting is a hosted Web conferencing service that connects and engages audiences in online meetings, training, and events through a reliable, enterprise-class hosted service. The service enables users to collaborate online with colleagues, customers, and partners in real time, between either individuals or large groups—with just a PC and an Internet connection. 

Founded by Don Trone, the mission of fi360 is to promote a culture of fiduciary responsibility and improve the decision making process of investment fiduciaries by offering a variety of fiduciary training, tools, and resources. 

FTWilliam offers integrated retirement & health plan solutions, including document preparation, 5500 and government forms, secured portal transmission and administration compliance software.

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