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Plan Design Consulting

Alliance Benefit Group believes no two companies are exactly alike.  That’s why it’s important to examine the characteristics unique to an organization to make sure they have the retirement plan that is right for them.  

In addition, an employer sponsored retirement plan is a valuable benefit for your company and its employees; therefore it’s critical that steps be taken to not only make sure it is designed correctly but also that it is being effectively managed and properly utilized by the participants.    

Alliance Benefit Group’s 30 plus years in the retirement plan industry gives us the knowledge and experience necessary to properly guide plan sponsors in the proper design and management of all types of retirement plans.    Our consultative approach is designed to work with you,  your retirement plan committee, and plan provider to insure that the goals and objectives of your plan are being met.  

Alliance Benefit Group offers completely unbiased and independent consulting services as we are independently owned and not affiliated with any proprietary investment company.  

Our goal is to insure that the duties and ERISA obligations of the plan sponsor are being met,  provide a full awareness of the cost structure associated with the plan, insure that operational aspects are being administered correctly, and enhance the opportunities for your employees. 

Our wide range of consulting services include:

  • Plan Design
  • Fiduciary Process Review
  • Fee Analysis
  • Plan Administration
  • Employee Education
  • Investment Analysis
  • Benchmarking Studies
  • Provider Comparisons
  • RFP Management



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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.