Alliance Benefit Group Southwest, LLC

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Alliance Benefit Group Southwest, LLC (ABG Southwest) specializes in the design, installation, administration, and recordkeeping of workplace retirement plans for a wide range of industries and clients, including privately held businesses, tribes and tribal enterprises, local government agencies, nonprofit organizations, and healthcare and financial institutions, both regionally and nationally. ABG Southwest is a Member-Owner of Alliance Benefit Group LLC (ABG), a national organization of retirement plan, health and welfare consulting and benefit administration firms. Founded in 1991, ABG’s unique structure allows its Members to maintain their independence and autonomy yet provide all Members access to broader service offerings, sharing of best practices, and collaborative technical support. This collaboration has allowed its Members to grow more rapidly than industry counterparts, to where today ABG services over 20,000 retirement plans and in excess of $70 Billion in assets. ABG’s emphasis on high service standards and continuing education designations help its Members to be regularly recognized with industry awards and accolades.

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2.6

Overall Excellence Rating

Industry

Accounting Services

Category

Accounting & Tax

ESG/Ethical Impact

ABG Southwest places a strong emphasis on fostering a diverse and inclusive workplace culture. Through comprehensive diversity training, equitable hiring practices, and robust mentorship programs, the firm actively cultivates an environment where all employees feel valued and empowered, promoting a harmonious and equitable workforce that mirrors the diverse communities it serves.Alliance Benefit Group Southwest, LLC (ABG Southwest) has showcased a profound commitment to Environmental, Social, and Governance (ESG) principles, and its impact is extensive, touching various aspects of its operations. Firstly, the firm is resolute in its dedication to environmental sustainability, conscientiously implementing eco-friendly practices, including energy-efficient technologies, responsible energy sourcing, and meticulous emissions monitoring, resulting in substantial reductions in its carbon footprint and making a meaningful contribution to global efforts to combat climate change. ABG Southwest actively champions technological innovation and sustainability, continuously seeking ways to enhance operational efficiency while minimizing its digital carbon footprint. The firm adopts green data centers, energy-efficient technologies, and sustainable IT practices, serving as a commendable example within its industry.

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Awards Received

2023

Revenues

$6,000,000.00

Website Traffic

Employee Rating

3.8

Customer Rating

3.5

Company Size

100-1000

ESG Risk Rating

3

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