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Retirement Plan Products Alliance Benefit Group offers two distinct retirement plan products for Consultants/Registered Investment Advisors and/or Outside Commissioned Based Brokers.
Advisory Plan
- Retirement Plan product/service available for fee based Advisors/Consultants
- Fee-based Plan charged by outside RIA
- Asset custody at Custodial Partner(s) offering fee offsets through Revenue Sharing
- Hundreds of different mutual fund families representing thousands of investment fund options
Brokerage Plan
- Retirement Plan product/service for commission based Representative/Consultants
- Commission based product (asset custody at Custodial Partner(s))
- Outside Representative/Consultant selects funds from available fund listing
- Sixteen different mutual fund families representing 500+ total funds
Alliance Benefit Group offers complete Retirement Plan Administration for both products.
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