Advisory Consulting Group, LLC (“ACG”) understands that a retirement plan is more than just a collection of mutual funds or other investments operating in a vacuum; it is a true benefit plan that must serve the needs of the employee base.
ACG is uniquely qualified to provide investment advisory and consulting services to our retirement plan clients. Many consulting firms are expert in specific aspects of qualified plan operations or investment advisory services, however few firms have the breadth of experience to address a full range of anticipated and unanticipated retirement plan needs. Our dedication to the qualified plan marketplace, our objective investment analysis, and our extensive ERISA experience all combine to provide our clients with a comprehensive retirement plan solution.
ACG's understanding of the retirement plan marketplace and the needs of retirement plan committees allows us to anticipate the services that are required to assure that our clients’ plans meet or exceed goals established by their committees. We understand that successful retirement plans not only fulfill ERISA and Internal Revenue Code provisions, but also must be designed to meet the benefit needs of our clients’ valued employees.
Equally, if not more importantly ACG clients benefit from a level of personal service that is uncommon in the industry. All client services are provided by an ACG team that includes one or more senior consultants and/or investment advisors. ACG teams frequently meet with clients and their committees in person at multiple times throughout the year. This combination of access, expertise and familiarity is crucial to a successful relationship with our clients.