Alliance Benefit Group Carolinas Creates Advisor Service Team
CHARLOTTE, NC, March 13, 2009 -- Alliance Benefit Group Carolinas, a full service third party retirement plan administration and recordkeeping firm, announced that it has created a dedicated team of specialists providing sales support to financial advisors in the employee retirement plan marketplace.
"In this competitive retirement plan sales climate, we have realized that advisors need our expertise more than ever and we have responded to those needs," stated the firm's President, Jim Comer.
Lisa Allen, Director of Strategic Alliances at the firm, added her thoughts: "It is a great privilege to assist our financial advisor partners with meeting their sales goals. Our team's ERISA experience, combined with the advisor's investment and sales experience, gives our advisors a complete package to present to potential clients."
The Advisor Service Team has received a very positive response, and has provided sales support such as assisting with responses for formal Requests for Proposals, creation of finals presentations, plan design illustrations, custodial and trustee solution comparisons, government regulation explanations, etc.
"We are here for our advisors and enjoy helping them with the daily challenges of the increasingly complex retirement plan sales market," stated Lisa O'Daniel, a member of the Advisor Support Team. Brad Thomas, another team member, agreed: "Each advisor we work with has different requests, and we enjoy getting to know them and their individual support needs."
Brian Padgett Director of Zacks Retirement Plan Solutions, an ABG Advisor partner, said, "ABG Carolinas has demonstrated an unprecedented commitment to customer satisfaction, and provides our clients with a high level of value for services rendered."
About ABG Carolinas, LLC
Alliance Benefit Group Carolinas, LLC is an independent third party recordkeeping and full service administration firm. More information can be found on their website at www.abgcarolinas.com
About Zacks Investment Management
Zacks Investment Management employs a dynamic turn key retirement plan solution model to plan sponsors who desire active asset management, complete transparency, and a structured discipline approach to investing for retirement. Zacks Investment Management specializes in working with institutional and individual accounts as well as providing retirement plan solutions to small and mid size corporations. Zacks Investment Management is a Registered Investment Advisor. For more information please visit www.ZacksWMG.com.
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