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Market Snapshot

Retirement Plan Recordkeeping & Administration

Alliance Benefit Group offers comprehensive and totally integrated retirement plan administration services encompassing all aspects of plan management.   

Alliance Benefit Group’s administration expertise and flexibility is the core of our successful plan administration.  It allows us to create countless processing variations for all aspects of plan administration to best meet the unique needs of our clients.   In addition, our mutual fund trading platforms and open architecture approach offers access to virtually any investment option available in the marketplace.  

Alliance Benefit Group’s professional staff is unparalleled when it comes to providing accurate,  timely,  and excellent client service.  The Alliance Benefit Group “brand” name is highly regarded in the retirement plan industry; as demonstrated by consistent recognition and receipt of top honor awards from numerous trade organizations.  

Alliance Benefit Group’s goal is to reduce the plan sponsor’s day-to-day plan responsibilities in all aspects of plan administration. We offer a full range of administrative services through our recordkeeping system, including:

  • Daily Valuation of Participant Accounts
  • Annual Reporting and Administration
  • Compliance Testing
  • Document Preparation and Filing
  • Loan Modeling and Administration
  • Daily Investment Exchanges
  • Electronic Data Interfaces for Data Transfers
  • Integrated Payroll Processing
  • Participant Service Representatives
  • 24-hour Voice Response System and Interactive Website
  • Automatic Rebalancing
  • Ability to Record Keep Unique Assets
  • Contribution Calculations
  • Customized Participant Statements that include an integrated Gap Analysis statement
  • Paperless Transaction Processing
  • Trust Services
  • Mutual fund trading via NSCC Fund/SERV trading platform



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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.