Our leadership team brings over 75 years of experience specializing in 403(b) and 457(b) retirement options, and over 90 years of experience with investing and planning services. We offer you retirement strategies to help suit your employees’ unique needs.

Education is key to an individual’s long term success of planning for retirement. When we meet with your employees about their retirement plan, we’ll walk them through every aspect of the process—from enrollment to distribution. Whatever their investment needs, we have a product or service that’s right for them.

When you select ABMM as one of your voluntary 403(b) providers, you have the ability to offer your employees a variety of investment platforms from one financial advisor. To eliminate the management of remitting contributions to different investment providers, we enlist the help of a common remitter. With this service, you can remit one lump sum, regardless of the number of investment platforms you choose through us. We’ll also work with your Third Party Administrator to help ensure all plans remain in compliance. If you are not currently with a TPA, we can connect you with one to assist you with your plan’s administration. 

We take the burden off you.

 

Qualified Retirement Plans and Other Employer Sponsored Programs

ABMM is able to offer you the retirement plan or payroll deducted program that you want for your employees. Our experience with public sector retirement plans has become the foundation for what we are able to provide. Whether you are a public employer, non-profit or private business, we’ll customize a program that takes the administrative and consulting burdens off you, and give employees the flexibility they need.

Roth 403(b) & Roth 457(b)

Roth 403(b) & Roth 457(b) offers your employees a second way to take advantage of tax deferral for their retirement savings.

With a Roth, employees contribute after-tax dollars to a retirement plan. They still get the benefit of tax deferral on those contributions as well as qualified tax free distributions*.

Roth 403(b) and Roth 457(b) give your employees another option for building retirement savings today while providing them flexibility with taxation strategies at distribution.

Separation of Service & Severance Plans

We’ll customize a plan that works for you and your employees. We’ll help your employees minimize tax consequences, while giving you flexibility and control.

Voluntary Insurance Plans

Great benefits help keep great employees happy. We offer an array of risk management products that help create security during uncertain times.

  • Short-term Disability
  • Permanent and Term Life Insurance
  • Accident Insurance

We’ll tailor a strategy for your employees’ unique needs, and help you keep valuable employees happy.

*Qualified distributions include: withdrawal of the original contributions, or withdrawals that are made from a Roth account that has been open 5 years and one of the following: attainment of age 59 ½, total and permanent disability or you are the beneficiary of the account.

 

Contact ABMM

ABMM Financial Contact Info

517 Route 1 South
Suite 4100
Iselin, NJ 08830
P (732) 475-0340
F (732) 391-4284