Testimonials
I have been very impressed with the level of due diligence that ABV incorporates in their business practices. Since working with ABV, they’ve built trust and assurance that our clients’ compliance needs are being met. It’s their intense combination of due diligence and attention to detail that generates a level of responsiveness that my clients respect and appreciate.
In a fiercely competitive market, we’re looking for an edge and ABV gives us one with their 5500 compliance services. They help us help our clients. We're impressed with their professionalism and commitment to keep both our staff and clients aware of changing regulatory requirements.
As former employee benefit consultants and brokers, they bring a unique understanding of our client’s challenges and they are adept in coordinating with our account service team. ABV is a trusted, high value partner of our firm.
ABV Welfare Plan Advisors is a great partner for us. Working with them allows us to provide a valuable service to our welfare plan clients. We know that the job will be done professionally and timely and Anne has a great understanding of compliance issues, offering us competent guidance.
We were introduced to ABV by a partner UBA (United Benefit Advisors) firm. Initially I was surprised, and pleased,to learn about their combined insurance background, in particular, their industry knowledge and strong commitment to compliance. We connected instantly because we share a deep passion for compliance and because of Anne’s impressive working knowledge and workflow processes. She has been very helpful with research and in being flexible to accommodate our needs.
David’s consulting background rounds out ABV’s consultative approach. He helps find solutions to everyday problems for brokers who do not have the capacity to be everything to everyone (e.g. Compliance Dashboard). Together, they bring service oriented, methodical solutions to benefit brokers. The added bonus is they “get” our business and understand our needs.
As one of the largest independent insurance brokerages in the Pacific Northwest, clients expect “five star” professionalism, including exemplary customer service. That’s why we outsourced 5500 & compliance services to a first class firm - ABV Welfare Plan Advisors.
They came highly recommended and unlike other vendors who had a “cookie cutter” approach, they impressed us with the consultative approach they give each client’s unique situation.
ABV goes the extra mile in helping us win business and in offering our existing clients the service they expect from a leading benefits advisor.
“A cornerstone of our business is HR compliance and we are proactive in this area. Knowledge is important but ensuring execution is critical; that’s where our partnership with ABV comes into play. They support our DOL and IRS compliance documentation, specifically managing a centralized and timely 5500 filing process. With these fundamentals secure, we stay focused on client service matters.”
I’ve known both Anne and David professionally and personally for over 20 years. We have common employment experiences, professional association and I have used ABV Retirement Plan Advisors for select consulting and compliance services.
Their knowledge is impressive, their work efficient, and their professionalism high. Because of the diversity of their careers in benefit consulting, tax and financial services, they have an intelligent, unique approach.
We consider them whenever our clients need a solution, outside of the conventional scope of our services, particularly for retirement accounting, reporting, testing and related consulting. From their systematic 5500 compliance process to their adaptive style for specialized consulting projects, our experience with ABV Retirement Plan Advisors has always been invaluable.
We needed to take our brokerage business to the next level and compete with the regional and national firms. Compliance support, namely 5500 preparation, was step one. We "outsourced" to ABV to avoid the complexity, the high cost of errors and the fact that while compliance is central to our service, it isn't a core business.
They took us to the next level with their professionalism and commitment to expanding our business. They're an asset because they export their big brokerage and accounting firm knowledge, making it "scalable" for any size agency.
Over the past three years, they have earned their place as a trusted, high value partner of Benefit Concepts, Inc."
I’ve worked with Anne on our retirement plans for almost 10 years now. She did a phenomenal job transitioning the administration of our retirement plans after the passing of our former TPA. Anne stepped in immediately and made what could have been a difficult transition seamless. Her work is punctual and accurate and she stays on top of plan requirements.
“As a former HR Executive and someone intricately involved in our HR compliance deliverables, I have to be judicious in considering partnerships. ABV’s Principals are experienced and esteemed employee benefit consultants whose insight on key elements of compliance matters is valuable as a part of our total HR compliance equation.”
Anne has diligently assisted my company to maintain compliance with IRS regulations.