Your ABC Plan Team
The ABC Retirement & Savings Plan is supported by an independent plan fiduciary and service providers who share a common goal of helping you be successful while reducing work and liability.
Take a moment to learn about them…
Fiduciary Consulting Group
Independent Fiduciary
Fiduciary Consulting Group, Inc. (FCG), an industry-leading compliance and consulting firm, is responsible for plan administration and operations and provides support for adopting employers for internal controls and operations. FCP performs as the 3(16) Plan Administrator and 402 Named Fiduciary of the plan.
FCG is CEFEX-certified1 for its roles as the Named Plan Administrator and Named Fiduciary.
BlueStar Retirement Services
TPA and Recordkeeper
BlueStar, a unit of Ameritas, serves the plan as the third party administrator (TPA) and recordkeeper (RK). Bluestar provides exceptional technology, website, and resources to support each adopting employer and your employees.
BlueStar is a leading provider of customized solutions for multiple employer plans (MEPs) and is CEFEX-certified for its TPA and RK services.
Charles Schwab Trust Bank
Charles Schwab Trust Bank serves as the custodian of the plan assets and trading platform.
Blueprint Financial
Investment Fiduciary
As the plan’s investment fiduciary, Blueprint Financial is responsible for the selection and oversight of the plan’s investment menu. The firm currently provides investment services to over 300 retirement plan clients.
Blueprint Financial has received acknowledgement and awards from Financial Times and Barron’s and partners with Northwestern Mutual to make financial resources available to employers of all sizes.
1The Centre for Fiduciary Excellence (CEFEX) provides independent assessment and certification to firms who adhere to a best practices standard in their industry. These standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms.
CEFEX certified firms voluntarily undertake annual audits by independent expert analysts. This continually verifies adherence to the applicable standard and is supplemental to oversight performed by regulators, or financial auditors.
Payroll Providers
For simplified plan administration, select from one of more than 40 payroll providers already integrated with Bluestar, or inquire about integrating your current payroll provider.
Your Local Advisor
Each participating employer may engage their own adviser to provide a local, high-touch employee engagement and education solution.
An ABC Member Firm Exclusive
Contractors, contractor suppliers, and contractor professional support services are eligible to participate in the ABC retirement plan. Talk to us about your situation and any questions you may have about member eligibility.