Financial Advisor Access Benefit Solutions That Work
Each month, we deliver a video that shares insights and actionable ideas to drive plan growth and encourage dialogue with your clients. Each piece shares a retirement plan topic, reveals market opportunities, and is accompanied by a written article to showcase key points and takeaways.
ABG Business Development Package for Advisors
ABG Retirement Plan Services has partnered with industry leaders KnowHow 401(k), LLC and 401(k) Marketing, LLC to help our Investment Advisor partners effectively market to plan sponsors and increase their retirement plan business.
Plan Limits Mobile App
The Plan Limits app gives you quick, easy access to Pension Plan Limits. This app provides a summary of the limits for Defined Contributions, Defined Benefit, Social Security, Health Savings Accounts and Savers Credit Income.
Financial Advisor Website
Use the Financial Advisor Website to create reports, view statistics, and access forms.
PlanSponsorLink is a secure website for sending and receiving your plan’s information, including year-end data and census collection.
ABG File Safe provides a secure method to both transmit and receive files, paperwork, reports, etc. between you and Alliance Benefit Group. A virtual online portal will allow you access to all your Plan documents in one easy and secure location.
- Creating Custom Target Date Solutions for DC Plans
- Understanding and Maximizing the 20% QBI Tax Deduction
- IRS Announces 2019 Limitations for Qualified Retirement Plans
- IRS 401(k) Plan Fix-It Guide
- IRS 403(b) Plan Fix-It Guide
- Department of Labor 408(b)(2) Fact Sheet
- A Guide to Common Qualified Plan Requirements
A major component of our business is serving clients in conjunction with investment advisors and registered representatives. These Advisors serve the client's needs for investment guidance for the plan sponsor and, in many cases, provide on-going investment education to plan participants.
ERISA compliance and reporting services, participant recordkeeping, and benefit communications are provided through custodial business relationships with: