Custom Benefit Svc Of Houston

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David Eudoxie has been with ABG for ten years and is the Director of Operations and Compliance. He not only performs regulatory compliance testing and plan consulting but also helps clients with IRS and DOL audits of their retirement plans.

Michael G. Pettey founded Custom Benefit Services in 1978 to service employee benefit plans. In 1992, he formed Alliance Benefit Group as a separate company to concentrate on the rapid growth of the qualified plan market. Since that time, ABG has focused on providing daily valuation services for small to mid-size companies. Growth in pension administration firms over the past few years has been reflected in the growth of ABG.

Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing pension administration and recordkeeping firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans.

Michael G. Pettey is the president and CEO of Alliance Benefits Group (ABG). With more than 50 years of experience in pension design and administration, he is a trusted and sought-out peer in the retirement industry. His role and reputation aren’t due solely to his background and experience; trustworthiness, joy in doing one’s work, and care for the retirement community are qualities he upholds both as an individual and as the leader of ABG. When asked about trustworthiness and its importance, he quotes Ray Lewis: “I like to see honesty out of people. People who are trustworthy.

We provide assistance to plans requiring special consulting work, such as Internal Revenue Service and Department of Labor plan audits, 403(b) plan consulting, calculations and filings for Internal Revenue Service Correction programs, and compliance testing and 5500 preparation for welfare and fringe benefit plans.

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