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Market Snapshot

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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