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3(38) Services

3(38) Services

  • 1/22/2018 6:35:00 AM
  • View Count 186
 As you likely know, the Department of Labor is sharply focused on how investment professionals like you meet your fiduciary responsibilities relating to qualified retirement plans. Depending on your business and relationship model, you may find it appropriate to delegate some of your responsibilities with respect to the investment lineup on your plans. If you do so in a diligent and prudent way, you can limit your liability and reduce your workload as well.Here are three reasons to conside...
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Cyber Security

Cyber Security

  • 12/18/2017 8:18:00 AM
  • View Count 213
 Download The Companion DocumentEvery year the U.S. Department of Justice publishes a Cyber Crime report. The most recent report outlines 2015 statistics for cybercrime and below are just a few: $1,070,700,522 losses reported due to cybercrime 288,012 cybercrime complaints to the FBI US has over 80% of the complaints reported world wide Identity Theft and Personal Data Breaches and Phishing are all in the top 10 list of cybercrimes committed Michigan ranks #12 for number of victims by state...
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Maximizing Contributions With a Cash Balance Plan

Maximizing Contributions With a Cash Balance Plan

  • 10/11/2017 6:06:00 AM
  • View Count 364
 Recently we introduced a segment like this one on Cash Balance plans because, for the right client, it can mean an opportunity to make a substantially larger retirement plan contribution than is possible with other plan designs. It’s even possible to combine a Cash Balance plan with a 401(k) plan to extend the feature set and provide benefits for employees as well as owners.Business owners can take advantage of a Cash Balance plan to quickly make up a retirement shortfall in a tax-efficie...
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Solicitor Agreements

Solicitor Agreements

  • 8/14/2017 5:51:00 AM
  • View Count 430
  Solicitor AgreementsAs retirement plan experts, we welcome the opportunity to work collaboratively with other trusted advisors to help clients succeed.Based on your areas of expertise and business model, we can create a solicitor relationship that allows you to retain your valuable relationships while we perform fiduciary advisory services.If you’re not familiar, a solicitor is any person who, directly or indirectly, solicits for or refers clients to, an Investment Advisory fir...
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New Managed Account Program

New Managed Account Program

  • 7/14/2017 5:50:00 AM
  • View Count 420
  New Managed Account ProgramAt ABG Michigan, we’re committed to offering the most flexible, efficient and personalized options to help people get the most out of their opportunity to save for retirement. We know that some retirement plan participants want to make choices on their own, while others prefer to leave things in the hands of a professional. That’s why we’re really pleased to introduce you to the new Managed Account program we are launching in conjunction w...
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Helping You Grow and Protect Your Business - Part 2 Participant Tools

Helping You Grow and Protect Your Business - Part 2 Participant Tools

  • 6/14/2017 5:48:00 AM
  • View Count 357
  Helping You Grow and Protect Your Business - Part 2 Participant ToolsHere’s a real world challenge that every advisor, every recordkeeper and every administrator faces: A retirement plan, no matter how well designed will fall flat if the company’s employees don’t appreciate it, or understand it, or engage the opportunity. After all, a retirement plan is just an opportunity. It only supports effective retirement outcomes if employees actually participate and do so in...
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Helping You Grow and Protect Your Business Part 1

Helping You Grow and Protect Your Business Part 1

  • 5/14/2017 5:47:00 AM
  • View Count 386
 Helping You Grow and Protect Your BusinessAt ABG, working with financial professionals is primary to our success and we don’t leave it to chance. Our Advisor Marketing Program is designed specifically to help you grow and, just as importantly, retain retirement plan business.Our new business program is there to support every phase of your sales process from help with plan design and formal proposals to sales presentations and employee education. The key is to help ensure that you pre...
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Providing Support for Your Proposals

Providing Support for Your Proposals

  • 4/14/2017 5:44:00 AM
  • View Count 379
 Providing Support for Your ProposalsAt ABG Michigan, we know the retirement plan proposal process can be time consuming and challenging. That’s why we’ve created a complete proposal support service to help you craft your best proposals. It starts with access to our plan design experts and includes an easy-to-use, automated proposal request form as well as a list of answers to common RFP questions. The real key is our team of dedicated sales support professionals that are here t...
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