Welcome to
Alliance Benefit Group Carolinas
For over 20 years, Alliance Benefit Group Carolinas has been a leading retirement plan administration and recordkeeping firm specializing in the creative design of qualified retirement plans.
Contact Us:
Alliance Benefit Group Carolinas
Headquarters
5250 Seventy Seven Center Drive, Ste 450
Charlotte, North Carolina 28217
704-714-3895
Alliance Benefit Group Carolinas
124 Verdae Boulevard, Ste 302
Greenville, South Carolina 29607
864-370-5800
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Who We Are
Alliance Benefit Group Carolinas is a member firm of Alliance Benefit Group, a national network of independently owned retirement plan consulting and administration firms. The Alliance Benefit Group brand is well established in the retirement plan industry and ABG member firms are recognized for their quality services. Collectively, Alliance Benefit Group is one of the largest retirement plan administrators in the country; providing administration services to over 7,500 plans representing more than $19B in assets and almost 500,000 participants.
ABG Carolinas is a member firm of the Council of Independent 401(k) Recordkeepers (CIKR). CIKR is a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA). CIKR members are unique in that they are primarily in the business of providing retirement plan services as compared to financial service companies who primarily are in the business of selling investments.
Client Services
Alliance Benefit Group Carolinas offers retirement plan consulting and comprehensive retirement plan solutions for all types of qualified retirement plans.
- Plan Design and Plan Documents
- Plan Administration and Recordkeeping
- Daily Valuation
- Compliance Services
- Consulting Services
- Recordkeeping Services for TPAs
- Actuarial Services
ABG Carolinas offers solutions for all types of employer sponsored retirement plans:
- Defined Benefit Plans
- Defined Contribution 401(k) Plans
- Cash Balance Plans
- Employer Stock Option Plans
- 403(b) Plans
- 412(e)(3) Plans
- Open Architecture or Bundled Solutions
Advisor Services
The Advisor Center is dedicated to our financial advisor partners. We look forward to helping you meet your goals and service your retirement plan clients.
ABG Carolinas has a dedicated team of specialists providing support to financial advisors in the employee retirement plan marketplace.
Our team's ERISA experience, combined with your investment and sales experience, gives you a complete package to present to potential clients.
The Advisor Service Team (AST) can help you with your next plan by offering our assistance with:
- Formal request for proposals
- On-site assistance with presentations
- Custodial comparisons and solutions
- Plan design illustrations
- New government regulations
- Custom client consulting
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Privacy Policy
Information contained herein is general in nature and is not intended to constitute legal or tax advice. Please consult your attorney or tax advisor. IRS CIRCULAR 230 DISCLOSURE: Alliance Benefit Group, Carolinas LLC, does not provide tax advice. To the extent any communication (including any information provided by or referred to by third party sites or sources), mentions or discusses any tax matter, it is not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party the matter addressed herein. Taxpayers should seek advice from an independent tax advisor. Alliance Benefit Group, Carolinas LLC, does not buy or sell investments nor give investment advice. Information contained herein (1) does not constitute professional investment advice;(2) is provided solely for informational purposes;(3) is not warranted to be accurate, or complete; and (4) is not a solicitation to buy or sell securities. Please consult your investment advisor. Although care has been taken to provide accurate information, the preparer of this communication disclaims any implied or actual warranties as to the accuracy of any material herein and all liability with respect thereto.