Our Business Highlights
After more than 40 years, here is what our numbers say about us:
ABG Retirement Plan Services
As employee benefits programs grow more complex, you need an experienced benefits partner more than ever.
Our primary objective is to develop business through intermediary business relationships (RIA's, Banks, and other Centers of Influence) by providing plan sponsors and participants engaging retirement and education services.
Since 1974, thousands of companies have trusted our firm to design, implement, and administer their benefit programs. Our years of experience mean clients can turn to us with complete confidence. We offer comprehensive services to meet client needs ranging from recordkeeping service alone to a vertically integrated retirement plan service package.
We provide recordkeeping administration, and investment consulting for employer sponsored retirement plans and specialize in designing and servicing participant directed 401(k),403(b)(7),457(b) plans, and other qualified retirement plans. ABG Retirement Plan Services also provides recordkeeping and administration of non-qualified retirement plans, interfaced payroll services, and Health Savings Accounts (HSA).
We support business development with tools, including our Financial Fitness Center, that help plan participants achieve adequate retirement income. Our daily valuation recordkeeping service is SSAE-16 SOCII audited by an independent auditing firm for "certified quality''. In addition, our firm is CEFEX certified to demonstrate operational integrity.
At ABG Retirement Plan Services, we do much more than simply provide cost-effective, innovative benefit plans. Our goal is to be an extension of your human resources department and become a partner in your company’s success.