Advisors

Let’s work together to grow your retirement plan business.

To deliver quality retirement solutions, you need a partner who understands the critical role advisors play in helping clients retire with dignity.You also need a partner with the expertise, flexibility and accountability you require. That partner is ABG Southwest. We are passionate about service – especially about simplifying the complex business of retirement plans for you and your clients.

We want to be the experts on whom you’ll rely. We will work with you to design retirement solutions that build value for your clients and complement your capabilities. We offer a wide range of qualified and non-qualified plan solutions and can serve in any combination of roles. The result: the very best plans for your clients to help you strengthen your advisory business.

All our platforms are investment independent or “open architecture.” We are an independent, product-neutral provider; with us, you and your clients can choose from the thousands of options offered by our trading partners to select the best investment tool for the task.

Our comprehensive list of solutions and resources offer all the tools you need to deliver superior results to your clients so that you can focus on what you do best – servicing your clients. Here are some ways that ABG Southwest can help you:

Our comprehensive services offer all the tools you need to deliver superior results to your clients so that you can focus on what you do best – providing excellent investments and enhancing client relationships. Here are some ways that ABG Southwest can help you:

Plan administration services

including filing plan documents, annual compliance and tax reporting

Recordkeeping services

Daily valuation recordkeeping services using our custodial platforms and open-architecture

Consultation

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Co-branded proposals

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Plan Investments PLUS (PIP)

Create investment policy statements
Report on fees
Provide performance information
Evaluate investment alternatives

Participant education and communication materials

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SmartPlan EnterpriseSM

interactive video-based employee enrollment system

GuidancePlus!

investment allocation and retirement planning tool

Retirement Readiness Management Report

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SmartDollar financial education program

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