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.