What Makes ACG's Retirement Plan Services Unique?

We expressly assume co-fiduciary responsibility for investment oversight and we do so as an independent fee-only investment advisor. Additionally, we meet with participants and teach them how to answer the fundamental questions facing both and professional pension managers and novice retirement plan participants:

• How much do they need to save
• How much risk should they take
• How to design a portfolio to achieve the goals listed above

Additional Distinguishing Features

• Automatically rebalanced, managed portfolios are constructed to reflect your plan’s specific demographics
• ERISA regulations allow us to provide greater direction to your participants by converting employee "advice" to "education"
• No 12b-1 fees or commissions are accepted by ACG from investment companies
• Both point specific, and our proprietary Rolling Periods of Time Analysis are used for your fund’s analysis
• Assuring that plan fees are reasonable (ERISA 404 (A)(ii)), clients fulfill their plan benchmarking responsibility with ACG’s guidance
• ACG is an independent registered investment advisor
• A thorough knowledge of provider capabilities and how revenue sharing agreements are structured with investment providers give plan sponsors the necessary information to make informed decisions