What Differentiates ABG From Other Service Providers

Retirement: Quick Facts

Retirement: Quick Facts

ABG’s comprehensive Retirement Plan Services are designed to streamline your company retirement plan and benefits offerings. Consider the following food for thought: 25 years ago (1991), 89% of American workers expected to be retired by at least age 65. Today (2016),...

Mid-Year Safe Harbor 401(k) Plan Changes and Taxes

Relief regarding mid-year amendments to safe harbor 401(k) plans arrived earlier this year with IRS notice 2016-16. The notice provided a short list of prohibited mid-year changes leaving all other mid-year changes available. This IRS guidance helps plan sponsors...

The Ins and Outs of In-Plan Roth Conversions

A 401(k) in-plan Roth conversion also called an in-plan Roth rollover (IRR) allows the participant to transfer the non-Roth portion of their 401(k) into a designated Roth account within the same plan. The upside of contributing to a Roth 401(k) from a participant...

Payoff Mortgage Early or Ramp up Retirement Savings?

Some participants age 50 or older, with many educational expenses for children paid, may be considering whether to use excess cash to pay off a mortgage early or increase contributions to a retirement plan. With many looking to cut monthly expenses in retirement,...
A Day of Family Fun with ABG Houston

A Day of Family Fun with ABG Houston

ABG Family Fun Day On May 14th, the ABG Houston family spent some time outside of the office for a Family Fun Day Event. Family Fun Day provided the perfect setting for colleagues to bring their professional and personal lives together in a positive way. Employees...