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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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 Document Consulting
The cornerstone of any successful company-sponsored retirement plan is its design. An intelligent plan meets your company and staff needs while incorporating safeguards that help you avoid fiduciary and compliance hazards. ABG Carolinas has the expertise to create and maintain that winning plan. We can use our state-of-the-art document generation system to prepare your plan, or, if you prefer, we can consult with your attorney to draft an individually designed plan.
Plan Administration and Recordkeeping
The positive impact of making good design choices and sound investment decisions for your plan can easily be negated by poor administration or recordkeeping. When other providers offer excuses, inaccuracies, missed deadlines or lackluster response, consider stepping up your level of plan administration and recordkeeping services.
Daily Valuation
Our state-of-the-art, web-based daily recordkeeping system offers a full menu of plan and investment information. Our "open-architecture" trading platform offers the ultimate flexibility in investment options.
Compliance Services
Company-sponsored retirement plans are subject to a myriad of complicated rules and regulations that change from year to year. Plans that fail to comply with these regulations risk losing their tax-favored status or can incur monetary penalties. Because so much is on the line, it's critical that your plan is administered by experienced staff with in-depth knowledge of this highly specialized field. ABG Carolinas not only performs ongoing reviews of your plan to ensure its compliance, we also alert you to situations that could present problems in the future and recommend actions to help you avoid compliance failures.
Consulting Services
ABG Carolinas provides assistance to plans requiring special consulting work, such as Internal Revenue Service and Department of Labor plan audits, 403(b) plan consulting, calculations and filings for Internal Revenue Service Correction programs, and compliance testing and 5500 preparation for welfare and fringe benefit plans.
Client Testimonials
"Alliance Benefit Group Carolinas is such a pleasure to work with throughout the year. Their quick response and customer service is impeccable."
"We are thrilled with the service we receive from ABG Carolinas. The transition from our previous provider was very well handled, and the ABG staff was so professional and helpful."
ABG Carolinas offers solutions for all types of employer sponsored retirement plans
- Defined Benefit Plans
- Defined Contribution 401(k) Plans
- "Solo" 401(k) Plans
- Cash Balance Plans
- Employer Stock Option Plans
- 403(b) Plans
- 412(e)(3) Plans
- Open Architecture or Bundled Solutions
- Recordkeeping Services for TPAs
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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.