It is our goal to ease the responsibility advisors have to manage plans and help maintain their retirement plan practice. Advisors are provided custom reporting, advisor portal plan access, vWise SmartPlan to help increase participation, fund availability check, RFP’s and fee comparisons. We strive to be your trusted partner by providing comprehensive solutions to make retirement planning simple.
Our Recordkeeping Services Include:
- Website access to check account balances and make transfers
- Employee account statements
- Requesting trades and other transactions within employee accounts
- Providing retirement calculators and guidance
- Producing enrollment and education materials
- Dedicated customer service lines
Alliance Benefit Group plan employees are given access to a wide variety of resources such as online account access, a mobile app to check plan balances or change personal information, and online tools to help manage their retirement account.
Our Custodial Partners: