Plan Adviser Magazine: ABG Among Top 10 Recordkeeping Firms in the US

Alliance Benefit Group (ABG) was just announced as one of the top 10 recordkeeping firms in the country by Plan Adviser Magazine. And ABG is the only “independent” firm on the list, as other firms are all financial institutions or backed by one.

Alliance Benefit Group Southwest (or ABG Southwest) is a subsidiary firm of REDW LLC and has been a proud member of ABG since 2010. ABG is a consortium of 17 independent recordkeeping firms across the country. The group is similar to an association, with one major difference—members join by invitation. All members bring something valuable and unique to the ABG group —educated professionals, innovative offerings and passion for serving their clients—with the highest qualities and ethics as part of their team culture. For the past 30 years, ABG firms have made each other better through the sharing of best practices, group problem solving, and industry training.

Alliance Benefit Group Southwest would like to thank our industry partners for helping us achieve this prominent list of recordkeepers. We look forward to continuing to provide our plans sponsors, participants, and referral partners with excellent service for many years to come.