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Employee Education Services


An employer can have the best designed benefits plans utilizing the latest in technology, yet if employees do not understand or utilize their plan correctly, the overall success of the plan is jeopardized. 

That is why Alliance Benefit Group combines and provides the best onsite, education techniques available. Thus giving participants enough information and advice to make prudent benefits decisions.   Our services include:

Employee Meetings:
We will conduct all facets of employee education group meetings.

One-On-One Meetings:
We can meet with all employees individually to help them design and customize their own specific benefits needs in a confidential and consultative environment.

Employee Materials:
We provide customize our materials to meet the specific needs of each client.

Retirement Plan Super Statements:
Our customized participant quarterly "super statement" provides employees:

  • Account balances
  • Performance updates
  • Asset allocation analysis
  • Internal rate of return
  • Share balance information
  • Relevant articles relating to savings and investments
  • Participant E-statements

Participant E-Statements:

Participants have the discretion to receive statements electronically versus a traditional paper statement. Employees are notified each quarter via email that their statement has been completed. They then access their statement via a secure website. Employees may store the last four quarterly statements on this secure website.
 



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Securities offered through registered representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through investment advisory representatives of ABG Investment Services, Inc., a Registered Investment Advisor. NFP Securities Inc., is not affiliated with ABG Investment Services, Inc. This site is published for residents of the United States only. Registered representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000. NFP Securities, Inc. does not provide tax or legal advice.