State of the art plan administration is vital to the success and security of any retirement plan. After interviewing the industry leaders, we chose Alliance Benefit Group because of the quality of their people and the systems and processes in place. They also embraced the importance of shared fiduciary protection with the plan trustees.

We use Alliance Benefit Group, the largest independent record keeper in the Mid-Atlantic Region. They have over 70 employees including actuaries, CPA’s and plan administrators. They manage nearly 800 plans with over $2 billion of plan assets. They offer custom plan designs, which can satisfy nearly any plan requirement and wish. Participants can open a brokerage account, trade individual securities and have access to over 4000 non-commissioned funds. Their web-based platform allows participants and employers to view their accounts on-line. Retirement plan professionals will be assigned to plan trustees plus participants will have access to other plan professionals. Their daily valuation system provides efficient account updates. Participant statements are informative and custom imprinted using company name and logo. Using independent custodians like Charles Schwab Institutional and Fidelity Institutional provides additional security and efficiency.