Retirement Solutions for Employers
Leave the Day-to-Day Administration to Us
We offer a variety of Retirement Plan Services that help you streamline your company’s retirement and benefits management:
Our Plan Administration and Recordkeeping excels the expectations of our clients by providing accurate information in a timely and responsive manner. We help our clients save time and energy by managing a full range of administrative services. Our Retirement Solutions for Employers includes a state-of-the-art daily recordkeeping system, offering a full menu of plan and investment information. Our open-architecture trading platform offers the ultimate flexibility in investment options.
ABG’s Plan Design and Plan Document Consulting helps you design a benefit plan that meets the specific needs of you and your employees. We can use our state-of-the-art document generation system to prepare your plan, or, if you prefer, we can consult with your attorney to draft an individually designed plan. As consultants we incorporate safeguards that help you avoid fiduciary and compliance hazards.
We Keep You Compliant
Our team of experienced staff has in-depth knowledge of this highly specialized field. We use our expertise and experience to conduct reviews of your plan to ensure its compliance. Our consultation provides you with alerts and recommendations to avoid compliance failures. We also provide assistance to plans requiring special consulting work such as:
- Internal Revenue Service and Department of Labor plan audits
- 403(b) plan consulting
- Calculations and filings for Internal Revenue Service Correction programs
- Compliance Testing
- 5500 preparation for welfare and fringe benefit plans.