Alliance Benefit Group Carolinas, LLC

Description

Alliance Benefit Group Carolinas, LLC operates as a retirement plan consulting and administration company. It offers retirement plan consulting and comprehensive retirement plan solutions for various types of retirement plans. The company provides plan design and plan document consulting services; plan administration and recordkeeping services; Web-based daily recordkeeping system that offers plan and investment information; and consulting services, which assist plans requiring special consulting work, such as internal revenue service and department of labor plan audits, plan consulting, calculations and filings for internal revenue service correction programs, and compliance testing and preparation for welfare and fringe benefit plans. It operates an advisor center to help in reaching sales goals and service retirement plans, including formal request for proposals, on-site assistance with presentations, custodial comparisons and solutions, plan design illustrations, new government regulations, and custom client consulting. The company offers solutions for various types of employer sponsored retirement plans, such as defined benefit plans, defined contribution 401(k) plans, cash balance plans, employer stock option plans, 403(b) plans, 412(e)(3) plans, and open architecture or bundled solutions. Alliance Benefit Group Carolinas, LLC has strategic alliances with ABG Carolinas, SummitAlliance, TD Ameritrade Trust Company, Matrix Communications Technologies, W. E. Donoghue & Co., Inc., Matrix Financial Solutions, Inc., FOLIOfn Investments, Inc., WE2, and 401(k) Rekon. Alliance Benefit Group Carolinas, LLC was formerly known as CBH Pensions, Inc. and changed its name to Alliance Benefit Group Carolinas, LLC in February 2008. The company was incorporated in 2003 and is based in Charlotte, South Carolina. It has operations in North Carolina. As of February 3, 2011, Alliance Benefit Group Carolinas, LLC operates as a subsidiary of Pentegra Services, Inc.

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