by ABGHouston | Aug 11, 2021 | Legislative Impacts, Retirement Plan Advice, Retirement Plan News, Uncategorized
The Biden Administration has proposed several changes to the tax treatment and availability of qualified retirement plans as we move forward in 2021. Following is a summary of some of these potential retirement plan provisions that may impact plan sponsors and...
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...
by siteadmin | May 19, 2016 | Alliance Benefit Group, Retirement, Uncategorized
Mike Pettey, CEO and President of Alliance Benefit Group, discusses why he started ABG and what he looks forward to for the company’s future. An Evolutionary Process of the Retirement Plan Business “ABG was an evolutionary process of the retirement plan...
by siteadmin | Apr 27, 2016 | Alliance Benefit Group, plan administration, Retirement Plan News, Uncategorized
As a reminder, the current plan restatement cycle that started on May 1, 2014 ends on April 30, 2016. To incorporate the provisions from the Pension Protection Act and various other required amendments that took effect between 2007 and 2011, all defined contributions...
by siteadmin | Apr 6, 2016 | 401k Insight, plan administration, Retirement, Uncategorized
Requests for hardship distributions from qualified retirement plans are not unusual in the aftermath of the Great Recession. Some participants may unfortunately be struggling through economic setbacks such as job loss for themselves or their spouse. Internal Revenue...
by siteadmin | Dec 21, 2015 | Dave Ramsey, Financial Wellness Program, SmartDollar, Uncategorized
Alliance Benefit Group (ABG) is committed to providing programs that can help plan sponsors provide their employees with access to financial wellness tools and encourage greater participation in their retirement plans. With this in mind, we are pleased to introduce...
