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Defined Contribution plans come in many flavors. The most popular is the 401(k) however, variations exist including safe harbor plans, profit sharing, new comparability, 403(b) and 457, and nonqualified plans.
ABG provides full defined contribution consulting and administration services for any size company. We provide administration on two different bases; daily valuation and traditional accounting.
Daily valuation administration includes the following services:
- Daily accounting of balances
- Internet access utilizing leading edge technology
- Complete open architecture
- Explicit fee structure outlining mutual fund revenue sharing
- Custom quarterly statements
- Complete mutual fund independence
- Government compliance
- Document preparation
Our traditional accounting services are highlighted below:
- Statements at any time interval
- New comparability and one person per allocation group designs
- Complete independence from investments
- Governmental compliance
- Document preparation
ABG works with any investment advisor, and does not offer investment advice to our clients. Because of this relationship, we feel that we bring our strengths of plan design and government compliance to clients, while allowing those who specialize in investments to provide those services.
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