ACG Associates

As an accounting or investment professional, you are involved in many aspects of your client's business. You are concerned that your client has the right kind of retirement plan, specifically designed to suit his or her objectives. You also want to be sure that any employer contributions are allocated in an effective manner.

ACG Associates, Inc.'s consultants will always listen, always ask questions, always take detailed notes, and most importantly, create a two-way dialogue that ensures you are in the loop for everything. After all, it is your money, and it is your plan. We don't strive to impress with highly technical terms or fancy language.

Ongoing administration of your 401(k) plan is offered through ACG Associates, Inc. Our focus is to be the point person for the plan in regards to the administration. We are held responsible for the establishment of any plan documents, plan compliance, preparation of 5500s, coordination of loans, withdrawals, vesting confirmation, and contribution processing.

ACG Associates, Inc. is one of the few retirement plan design and administration firms in the State of Connecticut employing a full-time enrolled actuary licensed by the federal government. ACG Associates' Enrolled Actuary prepares reports for the IRS every year, certifying that retirement plan contributions meet minimum funding standards.

Since, 1981 ACG Associates, Inc. (ACG) has been utilizing its knowledge and professional expertise in retirement plan design to help clients obtain their retirement goals. ACG takes pride in the hands-on service model that clients experience. Each client will be assigned a service team to help insure that all of the daily, weekly and annual service requirements for their retirement plans are met in a timely manner.