2020
Recordkeeping Survey

Providers

Alliance Benefit Group*

www.abgnational.com
Assets ($MM) by Plan Type
Ranked #25$50,322
401(k)79%
403(b)6%
457 2%
NQDC0%
Other13%
Participants by Plan Size
Ranked #241,099,604
<$10MM52%
$10MM – $50MM45%
>$50MM – $200MM3%
>$200MM0%
Plans by Count
Ranked #1917,391
% Third-party administration
Not Reported
Related Offerings
HSA integrationDirect
Student Loan RepaymentNot Reported
Financial wellness options0
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesNone
# of internal ERISA counselvaries by office
Will act as §3(16) fiduciaryYes - either direct or using third party offerings
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m ET
Online chat supportYes
Mobile app
Managed account optionsFinancial Engines; GuidedChoice; Morningstar/Ibbotson; Stadion
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni; FIS Relius; Schwab Retirement Technologies (SRT)
Footnote:
*Alliance Benefit Group submitted December 31, 2018 data.