Introduction
Alliance Benefit Group*
www.abgnational.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #25 | $50,145 | |||
401(k) | $40,407 | |||
403(b) | $2,498 | |||
457 | $966 | |||
NQDC | $0 | |||
All Other | $6,274 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #26 | 992,423 | |||
<$10MM | 522,723 | |||
$10MM – $50MM | 442,200 | |||
>$50MM – $200MM | 27,500 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | Varies by office |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | Yes |
Mobile app | Varies by office |
Managed account options | Financial Engines; GuidedChoice; Morningstar/Ibbotson; Stadion |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Varies by office |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni / Relius; Schwab Retirement Tech (SRT) |
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*Alliance Benefit Group data are reported as of 6/30/2017. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |