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Retirement Plan Services

AFG is well-versed in retirement plans and the options they provide. We can analyze and recommend an appropriate retirement plan for your company and help you prepare for the future of your organization and your employees.

Our securities-licensed professionals manage multiple types of qualified plans:

  • 401(k) Plans (Standard, Safe Harbor, or Roth)
  • 403(b) Accounts
  • 457 Deferred Compensation Plans
  • Simple IRA Accounts
  • Roth IRA Accounts

Enrollment and Education Programs

AFG simplifies retirement planning with ongoing enrollment assistance, employee education, and quarterly statements

Online Capabilities

We provide clients, third-party administrators, and investment providers with online access to administration and reporting. Plan participants also receive 24/7 online access to their account information.

Fiduciary Liability

AFG helps clients understand and manage their fiduciary liability. We are very experienced in helping clients address their 404(c) requirements.

Policy Review and Reporting

​We provide periodic plan review to ensure your plan remains in compliance. We also assist our clients with the creation and distribution of Summary Plan Descriptions and other plan documents, as required by law or best practices.

All retirement advice is provided solely by the staff of the Anderson Financial Group, an affiliate of the AFG Benefits Planning Group.

Securities and advisory services offered through Benchmark Investments, Inc., member FINRA/SIPC. Benchmark Investments, Inc. is under separate ownership from any other named entity.