A Partnership with Alliance Benefit Group Carolinas & FOLIOfn, The Retirement Plan Leaders
Experience
ADMINISTRATION: ABG Carolinas provides plan sponsors and participants with creative solutions and tools to meet their specific retirement needs. ABG Carolinas has met the challenges of an ever-changing retirement plan environment while providing its clients with the highest degree of service, cutting edge communication systems, inspired plan design and implementation, and highly efficient recordkeeping and reporting.
TRADING: FOLIOfn is an innovative brokerage and investment solutions company. With leading-edge trading technology, FOLIOfn has the ability to implement our investment strategies for all of your plan participants regardless of asset size.
A Focus on Service
WHEN CONVERTING your existing plan to Zacks and ABG Carolinas, we will work tirelessly to get your plan running as quickly and accurately as possible while keeping blackout periods to a minimum.
ABG Carolinas will assign a Retirement Plan Specialist, dedicated solely to your plan. The responsibility of the specialist is to serve as your advocate and liaison and ensure a smooth transition for you and your employees. This all comes with a Five Point Service Commitment.
Achieve Maximum Efficiency for your 401(k) plan
FROM THE BEGINNING, OUR PROGRAM has remained focused on administering and designing highly customized retirement plan solutions for the small and mid size business allowing for:
- Streamlined implementation of your plan
- Dedicated single point of contact
- Comprehensive ongoing administrative services
- 24/7 account access through online resources and via the telephone
- Daily account value and performance updates
- Ongoing services to educate your participants about retirement investing
- Staff of consultants, actuaries, attorneys, and CPAs to assist with your plan