SEC CRD #801-69619
ManagedPlan --> --> It’s time to challenge assumptions. To disrupt the status quo. For too long, wealth management has been out of reach for most retirement plan participants. ManagedPlan will change that. Forever. Get started --> The ManagedPlan ® program includes: Fiduciary oversight Sophisticated recordkeeping and administration Access to institutional quality investment strategist managed account portfolios Technological innovation that allows you to see your retirement plan accounts on your wealth management platform Simplicity in managing retirement plans efficiently and effectively Seamless bridge to your wealth management practice --> --> --> Outsource your fiduciary responsibility under the 3(38) safe harbor to ABG Consultants ABG Consultants is the 3(38) investment manager and provides investment management and investment advisory services to retirement plan sponsors and plan participants. As a 3(38) fiduciary, ABG Consultants helps ensure the plan's fiduciary responsibilities are being met. In this capacity, ABG Consultants is responsible for selecting, monitoring, and benchmarking the various investment offerings available in the plan. Institutional-quality investment strategist portfolios at your fingertips You get access to hundreds of low-cost mutual funds from the nation's leading mutual fund companies, all pre-screened by ABG Consultants. In addition, select risk-based managed account portfolio solutions from well-known investment strategists, allowing you to
JAMES HADAWAY
CHIEF COMPLIANCE OFFICER
📞 (801) 486-5069
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AUM
$697M
Location
COTTONWOOD HEIGHTS, UT
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