Services
Employers
We are 3(21) fiduciaries under ERISA. This includes recommending suitable investments, monitoring those investments and suggesting replacements as appropriate, and assisting in the development of an investment policy statement.
Simple conversion process from existing 401(k) plans
Comprehensive enrollment assistance for existing and new employees
Access to Personal Financial Website
Complimentary financial planning services
Extensive network of strategic aligned third parties
Seasoned experience in custom plan design features inlcuding profit sharing, safe harbor, cash balance, etc.
Employees
Comprehensive enrollment assistance and ongoing education. Available 24/7
Access account information for any device, any time
Personal 1-on-1 advice from credentialed professional when requested
Access to institutionally priced low cost index funds regardless of plan size or account balance
Choose your funds from the menu of available funds or access a risk based asset allocation that will be re-balanced and managed on your behalf.
Asset allocation does not ensure a profit or protect against a loss.
Ongoing video education and email support
Payroll Integration?
As a convenience to you, our preferred providers and their record keeping platforms can seamlessly integrate with all major payroll service companies.
Questions? Ask our professionals by phone or email.
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Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.
Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
The A.I.D. Group is not a registered broker-dealer or investment advisory firm. The A.I.D. Group and AGP are independent and not affiliated entities.
Check the background of our investment professionals on FINRA's BrokerCheck
Business Continuity Planning Summary & Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.