8040 Excelsior Drive, Suite 401 - Madison, WI 53717    |    Ph: 608-827-6008    |    Fax: 608-827-6042
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Welcome to Alliance Benefit Group Wisconsin, LLC

401(k) Fix-It-Guide

Alliance Benefit Group WI is a Third Party Administration firm which provides full-service retirement plan consulting, record keeping and administration.  The firm specializes in designing and servicing participant directed 401(k), 403(b), 457 plans, and other types of qualified retirement plans.

The firm's operational headquarters are located in Madison, Wisconsin.  Staff includes 10 full time retirement plan professionals, with a combined total of over 100 years experience in the field.  Ongoing professional training from the American Society of Pension Professionals and Actuaries (ASPPA) keeps our staff prepared to meet client needs for the highest quality administrative services and professional advice.

Alliance Benefit Group WI is a licensee of Alliance Benefit Group, LLC, one of the largest Recordkeeper/TPAs in the United States.  ABG National includes fourteen independently owned and operated offices across the United States.  Alliance Benefit Group provides national administration for over 1 million plan participants with over $51 Billion of retirement plan assets.  The operational resources of ABG National enhance the strength and the service capability of Alliance Benefit Group WI.

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Alliance Benefit Group, its subsidiaries, and all employees thereof, are not engaged in the practice of rendering legal services, accounting or other professional advice. Although care has been taken to provide accurate guidance, the preparer of this communication disclaims any implied or actual warranties as to the accuracy of any material herein and all liability with respect thereto.

IRS CIRCULAR 230 DISCLOSURE: As stated above, Alliance Benefit Group does not provide tax advice. To the extent this communication (including attachments), mentions or discusses any tax matter, it is not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party the matter addressed herein. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.