General Info

We will clearly explain exactly what needs to be done and lay out a proper course of action for your pension.You will be provided with ongoing 401(k) administration and design services as needed, along with simplified descriptions of tricky IRS codes..Since 1981, ACG Associates, Inc. has been providing complete actuarial, design, administrative, and compliance services for defined benefit, target benefit, 401(k), and profit-sharing plans.ACG Associates, Inc.'s consultants will always listen, always ask questions, always take detailed notes, and most importantly, create a two-way dialogue that ensures you are in the loop for everything. After all, it is your money, and it is your plan. We don't strive to impress with highly technical terms or fancy language. We strive for a clear understanding and explain things in simple terms.Once enough information has been gathered, a proper course of action will be proposed to you.We enjoy being able to instill a feeling of satisfaction and comfort with the design, operation, and maintenance of your plan. ACG Associates, Inc.'s annual service work relieves you of worry over the operation of your plan. By the assignment: For particular anniversary or other services as agreed upon in a plan services agreement. By the hour: Billing rates, that vary by staff person, will be applied as requested work is completed. Full accounting for hours worked and jobs done will be rendered. Ongoing administration of your 401(k) plan is offered through ACG Associates, Inc.. Our focus is to be the point person for the plan in regards to the administration. We are held responsible for the establishment of any plan documents, plan compliance, preparation of 5500's, coordination of loans, withdrawals, vesting confirmation, and contribution processing. Our flexible services allow you to select and manage the right retirement plan. If you are unsure of what your financial future looks like, we'll provide clarity.