by siteadmin | Nov 22, 2016 | Retirement Plan News
“The retirement plan industry is a little bit in flux right now, and there’s some uncertainty out there mainly because the Department of Labor recently ruled that “financial advisor” should be included as a part of the definition of what a...
by siteadmin | Nov 17, 2016 | Alliance Benefit Group
What Differentiates ABG? A Culture of Service. What differentiates ABG from other service providers? It’s our culture of service. It’s really a part of our DNA; it’s very much like a family atmosphere. In fact, I believe that the folks that I work with...
by siteadmin | Aug 25, 2016 | Retirement
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),...
by siteadmin | Aug 13, 2016 | 401k Insight
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...
by siteadmin | Aug 10, 2016 | 401k Insight, Retirement
Last year as the initial Conflict of Interest Proposal caught many retirement planning industry experts by surprise, we provided insight on this game-changing proposal from Pete Swisher, CFP©, CPC, Senior Vice President and National Sales Director at Pentegra...
by siteadmin | Aug 4, 2016 | 401k Insight, roth
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...
by siteadmin | Jul 25, 2016 | Retirement
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,...
by siteadmin | Jun 27, 2016 | Alliance Benefit Group
ABG Partner Parrish Pettey discusses how ABG positions themselves as a leader in the Retirement Services Industry. Our job as leaders is to really encourage fresh innovative thinking, to really empower our employees to be a part of the process and to always be...
by siteadmin | Jun 22, 2016 | Alliance Benefit Group
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...
by siteadmin | May 25, 2016 | Alliance Benefit Group, Meet Our Team, Uncategorized
Alliance Benefit Group presents our Employee Spotlight series, where we periodically introduce you to one of our employees. Through an informal interview, they will share their history and guiding philosophies. Getting to Know Holly West, Client Relationship Manager...
