Retirement Plan Services

A well-designed retirement plan can help you attract and retain top talent. AMG can help you simplify execution, navigate the rules, and manage your fiduciary responsibility.

Helping to Strengthen Your Retirement Plan Benefit

Designing a 401(k) retirement plan, administering it effectively, and keeping it compliant with changing laws is a daunting task for many employers. That’s why companies turn to AMG for help. With over 20 years of experience serving retirement plan clients, we can help you offer a plan that your employees truly value.

Our comprehensive retirement plan solutions include independent investment advice, plan administration, plan design and consultation, and trustee expertise for both qualified and non-qualified plans. We also help with streamlined implementation, asset custody, ongoing compliance, and participant education so your employees feel confident about their retirement plan choices. We offer a single point of contact, so questions are answered in a timely manner and your team is well served.


Client Testimonial

“We’re very happy with AMG as our 401(k) plan administrator. They’re always quick to respond to any question and I’ve received positive feedback from our employees about AMG’s participant site.”

Karen, Vice President & Comptroller, Retirement Plan Services client

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Our Services for Retirement Plans

  • Investment Advisory Service – It is essential to have an expert to help you perform your fiduciary duties as a plan sponsor. AMG understands these responsibilities and can provide the support you need. We can also help you identify a diversified menu of investment options for your plan using best-of-breed mutual funds and ETFs.
  • Plan Design & Consultation – AMG can review your current retirement plan and provide recommendations about how it might be improved, or we can help you design a new plan from scratch.
  • Third Party Administration – AMG handles the day-to-day operations of retirement benefit plan administration. We create plan documents, process paperwork, prepare and track benefit statements and participant notices, generate required reports for the Department of Labor and Internal Revenue Service, and more. We also offer plan participants convenient account management access online or by phone.
  • Employee Education – Your employees have their own investment goals, risk tolerance levels, and understanding of the financial markets. Through onsite and virtual participant seminars as well as individual consultation, AMG can help your employees increase their understanding about the importance of retirement savings.
  • Trustee & Custody Services – AMG serves as your plan trustee on a discretionary or non-discretionary basis and provides recommendations to the plan sponsor about the investment options offered in your plan.
  • Plan Compliance – AMG assists with annual compliance testing and Form 5500 preparation.