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Experts in financial security from 1958 to now

Whether you are a non-profit organization, business owner or a financial professional in need of expert consulting services, Benefit Consultants Group is ready to meet your needs.
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Is your retirement plan healthy - or broken?

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We’re here to help ensure your success. Our AdvisorEdge tool is an innovative, turnkey sales-and-service platform designed for financial professionals who want to compete and win.
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We help create the peace of mind that comes with financial security.
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"My wife and I had a sum of money to invest. We have been working exclusively with Patti Riley and Tom Monohan at BCG for the last 6 years and we appreciate there consistent long term approach. Their advice has helped us capitalize on opportunities and prepare for the things that are important to our family."

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Does your business have a retirement plan?

If the answer to that question is “no,” we’re here to help. We offer the expertise, experience and technology of a large company and the passion and personal touch of a small one. We’ll make sure you end up with a strategic, goal-oriented retirement plan tailor-made for your business, your organization, and your team.

What is the best type of retirement plan for my organization and its employees? BCG offers a wide variety of plan types—and the full complement of options. Work with BCG.

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CARES Act Becomes Law - How could it impact your retirement planning?

On Friday, March 27, 2020, the “Coronavirus Aid, Relief, and Economic Security Act” (the “CARES Act”) was signed into law to address the economic impacts associated with the COVID-19 virus. The CARES Act includes provisions that impact retirement plans of all types.  

The following are FAQ’s, many published by the American Retirement Association (ARA), highlighting some of the CARES Act’s most relevant retirement plan measures.

CARES Act  - Click to download the FAQ's paper here .

Our Blog

Our Advisors and Sponsors Blog provides articles with great information and helpful tips on retirement planning, consulting, plan design, administration, recordkeeping and regulatory compliance.

We offer our clients the expertise to deliver innovative and flexible retirement plan solutions that are second to none.

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Wouldn’t it be nice to have a one-stop destination for all of your retirement plan documents, prospecting support, and plan management tools?

AdvisorEdge is an innovative, turnkey retirement plan sales and service platform for financial professionals. AdvisorEdge will help you express your full value to potential new clients, and deliver a robust, on-going service model to exceed the expectations of your existing clients.

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Shaking Like a Leaf
Over Market Volatility?

Stop Vibrating and start focusing
on risk tolerance and capacity instead.

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Retirement Relief that is
so historic, Congress
actually agreed on it.

Historic Helpful Changes to Retirement
Savings Are on the Way.

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BCG will work to grow your client base

"My clients are as happy as ever.  With all the support and tools BCG puts at my disposal, I am able to offer my clients a full suite of retirement plan solutions and  grow my retirement plan book of business."

Michael Salas
Financial Advisor

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BCG was the FIRST TPA firm in the country to receive an ISO 9001:2015 registration for quality management.

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Simplify Proposals

Use BCG to achieve a thorough examination of any plan before you generate a proposal. We know the marketplace and what your current vendor can offer. Our complete assessment will help you optimize the service you receive.

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Partner With BCG

We believe in and seek out synergistic opportunities that will expand our offerings, offer revenue enhancement or deliver  savings.  We’re ready to help others expand their business or navigate succession strategies. And we’ll perform these services with integrity. You can be confident when you make referrals to BCG.

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Exceptional Founding Team

Our founding partners were involved in the creation of what we all know as the 401k plan in conjunction with former President Richard Nixon. Thanks to their expertise, we can all benefit from the 401k plan, and the same expertise is available to you.
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