By partnering with us, you will have access to monitor your plans and support to bring solutions to plan sponsors and participants.
It's a team effort: financial advisor and recordkeeper working together to make sure the plan runs smoothly and effectively. We recognize that making you successful is key to our success and growth. We offer you support and encouragement in growing your retirement business.
AGH's employee benefit specialists work with companies and their professional service providers to design and oversee a retirement plan customized to the staff's priorities and needs and structured to reward the key employees most important to the organization. To do so, we bring flexibility to your table. We deliver technical excellence in plan administration and recordkeeping services through robust, secure systems and top-notch client service.
True Daily
Our True Daily services are offered via a world-class system infrastructure that allows custom plan designs, custom management reports and other options rare in the industry. Through our strategic relationships with recognized national companies such as Mid Atlantic Trust Company, our True Daily open architecture platform has access to more than 25,000 mutual funds, 700+ ETFs, various stable value funds, SDBA options and third-party managers. Other features include:
- Detailed quarterly participant statements
- Participant, sponsor and advisor web access
- Compliance testing
- Integration with AGH payroll processing (if applicable)
- Live customer service call center
- Employee education
Sales support
Whether you are new to servicing retirement plans or a seasoned advisor, our EBS sales team provides you with the support to make you shine. Following are some of the services available to assist you in the plan analysis and proposal process:
- Senior new business consultant
- Education to expand your ERISA knowledge
- Review and cost analysis of current plan structure and fees
- Assistance with proposal and presentation
- Preparation of a timeline to set plan conversion expectations
Retirement plan setup
Our employee benefit plan services team provides you with the support to make you successful in servicing our mutual client. Following are some of the services available to assist you in the set-up process:
- Conversion specialist
- Assistance with initial documents to establish a plan
- Partnership with ERISA attorney for plan document services
- Preparation of Employee Notices, Disclosures and Enrollment Book
- Advisor website to view plan statistics and assist plan participants
- Management reports to assist you in analyzing participant educational needs
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