Alliance Benefit Group is committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan. You can access your plan data by logging in to your account using your assigned User ID and password.

Once logged in, you will be able to access detailed information about your plan(s) and employees, including:

  • Plan Documents and Summary Plan Description
  • Plan Summary Information
  • Plan Balances and Employee Balances
  • Investment Profiles and Return Information
  • On-Demand Participant Statements and Other Reports
  • Plan Specific Forms
  • Detailed Transaction History

If you have any questions or do not find what you're looking for, please feel free to contact us at (800) 421-4758 or click here to send us a message. We value your business and hope you'll take advantage of these online resources.

Click Here to Download a PDF of the 2020 Limitations