Advisors

Meeting the Needs of Financial Professionals… Everyday

At ABG PS, our goal is to build strong and long lasting relationships with financial advisor partners. We think the best way to do that is to help you differentiate your service and drive client success. It’s easy to say, but delivering on this promise requires that we we constantly evolve our services and develop new ways to deliver value.

To support your success, we have a dedicated team and process to help with all facets of retirement plan consulting, design and implementation. We provide co-branded, white-labeled reporting for client review and communication.

ABG PS Provides Comprehensive Services and Planning Tools

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Plan design expertise and consulting focused on increasing participant deferrals and maximizing tax credits

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Fiduciary guidance to help shield you from liability for poor investment decisions made by plan participants

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Retirement plan compliance with IRS and DOL regulations

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RFP and proposal support and generation

We can help you grow your 401(k) practice

Whether you’re working with your first qualified retirement plans or have many in your book of business, we can help you grow. We’ll share knowledge and insights that can make a huge difference in your confidence and ability to compete and win more business. First, you’ll be able to immediately leverage the expert consultants on the ABG PS team who are here to be an extension of your team. Second, we’ll provide you access to the 401(k) Sales Champion program which has some of the best professional development resources available to advisors today.

The 401(k) Sales Champion Workshop© is an online professional development experience that will inspire you and show you how to optimize 401(k) sales opportunities. The program’s 36 online videos review 109 topics that cover a powerful 7-Step Process to becoming more effective in your role. We invite you to learn more here and talk to us about getting started.

See a preview of the 401(k) Sales Champion Workshop