"ABC has concern for the best interest of our company."

 

"Once the Plan was implemented, it was smooth sailing."

 

"We are very appreciative of their knowledge,
professionalism, and quick response."

 

"We feel very fortunate to have
been introduced to them."

 

"We are very pleased with the service
& professionalism of ABC."

We Specialize in:

  • Profit Sharing Plans
  • 401(k) Profit Sharing Plans
  • Target Benefit Pension Plans
  • Money Purchase Pension Plans
  • Defined Benefit Pension Plans
  • 403(b) Plans
  • 457(b) Plans
  • Cash Balance Plans

We Can Also Assist with:

  • Non-Qualified Deferred Compensation Plans
  • Cafeteria Plans (Section 125)
  • Health Savings Accounts (HSA)
  • Health Reimbursement Accounts (HRA)
  • Health & Welfare Benefit Plans
  • Group Disability
  • Group Life Insurance
  • Group Long Term Care

CLIENT PORTAL

Manage Your Plan Here

Building Your Retirement Future

Service so distinguishable our competitors must strive to meet it

Request a Proposal Today

We are an extension of your Human Resources Department

Our Team is devoted to providing each client with a unique Qualified Plan
solution tailored specifically for their business model.

Our resources and experienced staff enable us to provide you with expertise in each step of the retirement plan process. A review of your employee benefit package allows us to maximize tax deductions and contributions for key employees, while creating a powerful tool that will help attract and retain loyal, appreciative employees.

We work closely with you to customize each aspect of your Qualified Plan to ensure that you meet your specific goals. The result is a cost-effective, tax-efficient plan that allows you to reward employees that have the greatest impact on the financial success of your business.

Why Advanced Benefits Consulting?

PLAN DESIGN

Our plan design process analyzes your current contribution formula to determine if:

  • Key employees are receiving everything they are entitled to
  • You are maximizing tax deductions
  • You are shifting money to key employees
  • You are shifting resources from the IRS to employees
PLAN ADMIN

Our plan administration process is full service and provides the following duties:

  • Document services
  • Annual valuation preparation
  • Compliance testing
  • Annual Form 5500
  • Guidance with IRS or DOL audits
EMPLOYEE EDUCATION

Employee education is key to the success of your plan. Unlike other practices, we assist with:

  • Enrollment meetings
  • One-on-one meetings with participants
  • Investment Education
  • Retirement preparation
  • Rollover Services
FEES & EXPENSES

Our team can assist you in with following:

  • Annual analysis of investment fees
  • Negotiate pricing reductions
  • Preparation of fee disclosure documents
FIDUCIARY  LIABLITY
  • Annual documentation of the fiduciary and due diligence process
  • Assist in selecting fiduciary partner and level of fiduciary assistance needed: 3(16), (3(21), 3(38)
  • Combined knowledge of tax law/regulations and investments makes us superior
INVESTMENT SUPPORT

Assist Financial Representatives with:

  • Preparation of Investment Policy Statement
  • Investment research and plan investment changes , Performance monitoring
  • Benchmarking funds against peers and indexes