Advisory Plan

Fee Based

Under the  Advisory Plan scenario, an Investment Advisor and/or Consultant provides unbiased investment advice based on the Plan needs and demographics of the Plan Sponsor.

Alliance Benefit Group's comprehensive Advisory trading platform allows the Plan Sponsor - with the assistance of the Investment Advisor/Consultant - to select mutual funds from among the universe of  mutual fund options, many of which offer revenue sharing. 

In some cases, depending upon funds selected and Plan assets, a Plan Sponsor may use mutual fund revenue sharing to offset plan costs.  Alliance Benefit Group is continually negotiating  with our Custodial Partners to facilitate the number of fund offerings available on our Advisory trading platform as well as revenue sharing from the funds.

The Investment Advisor/Consultant will share as a Fiduciary to the Plan with the Plan Sponsor by offering investment advice, the ongoing monitoring, and a written investment policy.