What We Do

Services

ABG MI provides a full range of employee benefit plan consulting and administration, concentrating on the qualified plan market. Learn more about our services by exploring the sections shown below.

Advising appointment

We take care of all the little details. Everyday.

Our comprehensive services include:

  • Plan design
  • Document preparation and filing
  • Daily valuation of participant accounts
  • Continuous compliance assistance
  • Annual reporting and administration

  View a sample Participant Statement
Man reading mail

We make it easy to move. We make it easy to stay.

Your dedicated conversion specialist will provide you with:

  • A detailed implementation / conversion schedule
  • Plan document and compliance review
  • Supervision of the transfer of all assets
  • Oversight of any necessary “blackout” period activities
  • Involvement through the entire transition until the plan is assigned an ongoing and dedicated Client Relationship Manager
  • Out of market – generally 3-5 days
  • Conversion, start to completion – generally 3 months
  • Development of implementation and conversion timetables
  • Transition to ABG MI
Woman on phone

We ensure your employees understand the benefits of your plan... and stay informed.

Communication is key. Our communication and education program includes:

  • Monthly employee savings videos
  • Enrollment and educational meetings and materials
  • Quarterly participant newsletters
  • Special edition newsletters
  • Interactive websites for employees and human resource departments
  • Retirement distribution consulting
  • Communication materials

See the ABG MI Retirement Plan Portal in action