Industry Organization Membership
Alliance Benefit Group is represented on a number of national boards and associations providing us the opportunity to identify issues and initiatives that need to be addressed by our industry.
These Organizations include:
- Fidelity Advisory Board
- Schwab Advisory Board
- First Trust (FISERV) Advisory Board
- Schwab Retirement Technology Board
- Internal Revenue Service Employee Plans / Exempt Organizations Benefit Council
- Advisory Board of Society of Professional Asset Managers and Record Keepers (SPARK)
- Investment Regulations Subcommittee of the Governmental Affairs Committee of ASPPA
Direct outcomes of our presence have included:
- Enhanced revenue sharing agreements
- Alliance Benefit Group – Schwab Health Savings Account product
- Fidelity and Schwab Referral Service
