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Providing Support for Your Proposals

  • 4/14/2017 5:44:00 AM
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Providing Support for Your Proposals

At 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 to help you - anytime.

Our proposal process starts by putting our plan design expertise to work. We’ll develop custom-tailored plan comparisons that illustrate options to optimize different scenarios and goals. For example, we can compare things like the impact of matching contributions on deferrals vs. making non-elective Safe Harbor contributions, or how different plan designs can maximize current tax savings. Additionally, we’ll assess features such as auto-enrollment and auto-escalation to determine if these are are a good fit for each new client and plan.

To support your role, we also offer a national preferred list of funds to select from. And our team continually monitors fund availability and revenue sharing options for you. We also work with the largest custodial platforms in the industry, and we can help you select a platform that best matches your needs.

Once you have a solid written proposal, we can even help you make the in-person presentation. One of our team can accompany you in your client meeting to underscore the value our partnership provides. We’ll augment your professional services by explaining the sophisticated recordkeeping and administration services we provide. We’ll also share industry benchmarking reports and present data on industry trends that support excellent outcomes.

When you win the business, we’re also available to assist with employee education. If you like to lead this process, we can provide all the materials and support you need to provide a first-rate experience. If you prefer that we lead here, our employee education department can handle all aspects of the employee education process.

Today’s retirement plan sale is a complex and competitive process, but the good news is you don’t have to go it alone. Together, we can make a formidable business development team.

Talk to us to learn more about how we can put our team to work for you.



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