Enrollment

Enrollment Books

ABG Southwest offers its clients state-of-the art enrollment books. Available in English or Spanish, and in printed or online versions, each enrollment book contains personalized information and plan details. Your enrollment book can include:

  • A cover letter
  • Plan highlights
  • 16 pages of full-color education text explaining the importance of retirement planning and investment basics
  • A plan-specific, fund-summary performance page
  • Plan specific forms that are perforated for easy detachment
  • Custom PDF documents

Employee Benefit Network

Our online Employee Benefit Network (EBN) enables participants to access to their plan-specific enrollment information at any time. In addition, all components of your plan’s custom enrollment book can be made available online.

Online, Interactive Video Retirement Planning and Enrollment

The SmartPlan™ online and interactive video both educates employees about their retirement benefits and encourages their participation. Proven to increase plan participation, SmartPlan™ also helps you fulfill your fiduciary duty and reduce the costs of printed communications and on-site meetings.