Third Party Administration
Designing a Retirement Plan That’s Right for You
A retirement plan is an important benefit in attracting quality employees and reducing tax costs. We often find that our competition offers an off-the-shelf plan that doesn’t align with your company’s goals or objectives. At ACG, we take the time to understand your company and match the plan design accordingly.
To create long-term value, we partner with you to design a plan that reflects your company’s specific culture, employment goals and financial objectives. We understand the full scope of retirement plan administration — and have the resources, experience and attention to detail to make sure your plan runs effectively and efficiently.
Since 1982, ACG has helped small and midsize businesses to design, implement and maintain tailored retirement plans. Our staff has the credentials, expertise and dedication to keep your plan design aligned as your organization evolves.
The ACG Way
The ACG Way comprises our core values of being team focused, trustworthy and having a strong commitment to our clients and community.
- Subject Matter Experts: Our team includes both consultants and actuaries with deep knowledge of 401(k), profit sharing, cash balance and pension plans. With the regulatory guidelines in mind, we share what’s possible and help you choose the best plan design which meets your needs and objectives.
- Tailored Service: Every client is different. We get it. And we appreciate the unique objectives your business brings to the table. That’s why we find it so important to service our clients on a very custom basis. No matter how simple or sophisticated your plan may be, we are here for you when you need us. Knowing your plan is our top priority.
- Flexible Investment Platform: At ACG, you have a voice in the investment lineup of your plan. We don’t push you into a pre-packaged platform that offers very little flexibility. Instead, we provide access to vast investment options and work with a variety of providers and recordkeepers. Together, we will work to create the best investment lineup that will satisfy even the most seasoned investor participant.
- Annual Valuation Process: There are many moving parts to complete your annual valuation and Form 5500. As your Third Party Administrator, we have a proven process to manage the complexities of your plan with proactive, diligent service and deliver a seamless valuation and successful client experience.