ABG named finalist by PlanadviserPublished 6:29am Sunday, March 17, 2013
Alliance Benefit Group Financial Services, Corp. has been named one of the top three finalists for the 2013 Top Retirement Plan Adviser Team in the category of multi-office team.
The multi-office category is defined as a group of two or more advisers across multiple office locations that share support staff and follow the same guidelines and procedures to serve clients.
ABGFS is headquartered in Albert Lea, but has additional offices in Minneapolis, Des Moines and Kansas City, Mo.
The finalists were drawn from a pool of more than 400 nominations.
“We are honored to be in the top three,” ABGFS Chief Executive Officer Brad Arends said. “We have put together a great team and deliver service to not only plan sponsors, but also to plan participants. Our service model of focusing on successful participant outcomes through effective plan design, building a suite of asset allocation tools and robust participant education and advice is working.”
The finalists will be recognized at the annual Plansponsor/PlanAdviser Awards for Excellence dinner March 27 in New York City. The winner will be named at the annual Planadviser national conference in September.