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Alliance Adds Service Team for Advisers
Alliance Benefit Group Carolinas, a Charlotte, North Carolina-based third-party administrator and recordkeeper, has created a special team to work with financial advisers to retirement plans.
Reported by Fred Schneyer
According to an Alliance news release, its Advisor Service Team has already helped advisers with items such as evaluating responses for requests for proposals, creation of finals presentations, plan design illustrations, custodial and trustee solution comparisons, and government regulation explanations.
“In this competitive retirement plan sales climate, we have realized that advisers need our expertise more than ever and we have responded to those needs,” said President Jim Comer, in the news release.
More information is available at www.abgcarolinas.com.