Alliance Benefit Group

Firm Profile

Alliance Benefit Group (ABG), a national network of independently owned retirement plan consulting firms offering investment advisory; health and welfare consulting; actuarial and benefits administration services. One of the largest retirement plan administrators in the country, ABG provides administrative services to over 22,000 plans, 1.3 million participants with assets totaling more than $70 billion.

KEY CONTACTS
Don Mackanos, don.mackanos@abgnational.com
sales@abgnational.com, (800) 224-4015

WEBSITE
www.ABGNational.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million)
Small ($1-$10 million)
Mid ($10-$100 million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 11,383/609,190
403(b): 342/29,462
457: 126/5,685
NQDC: 188/8,873
Defined benefit: 3,500/365,849

ADVISOR SUPPORT SERVICES
• Compliance support
• Plan benchmarking
• Target-date evaluation tools
• Training for DC plan sales/service
• Investment committee meetings

PARTICIPANT SUPPORT SERVICES
• Retirement income estimates/projections
• In-plan lifetime income options
• Rollover services
• Call center support
• Facebook page
• Smartphone access to participant balances
• Smartphone transaction access for participants