Benefit Consultants Group provides educational tools and support services for your retirement plan.

Participant Educational Resources

Plan participants are provided with a variety of ongoing education and support services to help them understand the strategies of successful retirement planning and to keep them informed and actively involved in the plan.  Available services include:

• Experienced representatives for support and assistance
• Access to a dedicated toll-free participant call center
• Industry-recognized tools and calculators        
• Interactive website resources         
• MasteryPOINT AdvicePlus
• Video library                      
• Quarterly statements
• Monthly newsletter 
• Educational seminars
• Group employee presentations
• Auto-enrollment features
• Custom-enrollment materials

Communication

BCG provides tools for an effective education and communication program.  A retirement program represents a sizable investment on the part of an organization. To ensure a full return on that investment, it is critical for employees to understand and appreciate the program. A strong communications program will help increase participation levels as well as fulfill ERISA requirements. 

Participant Support

Participants have toll-free access to speak to an experienced representative in either English or Spanish. Our trained representatives are able to answer participants’ questions and guide them through the information they require.

Participant Statements

Each quarter, participants will receive our SuperStatement.  This statement includes detailed account data, participant-targeted messages, and educational articles arranged in a colorful, easy-to-read format.

Interactive Website Resources

BCG maintains a secure, fast, accurate and interactive website for advisors, plan sponsors, and participants.

Participant Website

The website provides participants with 24-hour access to their accounts. Features include:

• Checking of account balances or fund performance   
• Viewing or changing of investment options
• Updating of contact information
• Web-based enrollment
• Web-based loan modeling
• Web-based loan requests
• Web-based distribution requests
• Interactive educational material

Plan Contacts and Trusted Advisors Website

To help make plan administration easier, we have created a website featuring:

• Ability to enroll a participant
• Detailed plan and participant information 
• Plan specifications, investment option performance and participant activity
• Retrieve and upload comprehensive census information
• Ability to create loan requests
• Customized marketing materials
• Detailed views of clients’ plans and reports