Our Services

Plan Administration and Recordkeeping Services

Plan Administration and Recordkeeping Services

  • Daily valuation of participant accounts
  • Plan design
  • Document preparation and filing
  • Continuous compliance assistance
  • Annual reporting and administration
  • Retirement Readiness Assessment
Investment Advisory Services

Investment Advisory

  • Assist advisors in a wholesale capacity with sales and back room support
  • Assist as ERISA Investment Manager
  • Investment Advisory Services available to participant directed DC plans, Cash Balance DB Plans, and NQ Plans
Integrated Payroll Services

Integrated Payroll

  • Cloud-based, mobile solutions
  • Full suite of online tools
  • Seamless integration with your Retirement Plan and HSA Service administered by ABG
  • Learn more at www.abgil.com/payroll
Actuarial and Consulting Services

Actuarial and Consulting Services

  • DB and Cash Balance design & implementation
  • Paired plan strategies and services
  • ESOP administration services
  • Actuarial certification and administration
  • FAS106, GASB and Health Claims Analysis
Participant Education

MyHSA Health Savings Account

  • Investment oriented design to encourage long-term savings with easy access to pay for qualified medical expenses today
  • Low-cost investment options
  • Connected to your Retirement Plan and Payroll Service administered by ABG
  • Learn more at www.myhsa.com
Plan Installation

Plan Installation

  • Dedicated team to assist during conversion
  • Single point of contact during conversion
  • Website training
  • Communication materials
  • On site or virtual enrollment / education meetings with award winning SmartPlan


ABG Retirement Plan Services (ABG) is a regional service office of one of the largest retirement plan administration organizations in the country. (More)

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