Education & Communication

Benefit Consultants Group has the educational tools and support services you need for an effective retirement plan

Participant Educational Resources

We provide plan participants with ongoing education and support services to help them understand the strategies of successful retirement planning and to keep them informed and actively involved in their retirement goals. Our services:

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


BCG offers a participant program designed to help the plan sponsor realize the full value of its retirement-plan benefit. We can help you capitalize on the investment you make in your retirement-plan program by offering education and support to your employees. Our effective communication program, tailored to meet the needs and answer the questions of participants, will help increase participation and fulfill ERISA requirements.

Participant Support

Participants have toll-free access to experience representatives who can answer their questions in English and Spanish

Participant Statements

Each quarter, participants receive a BCG SuperStatement that includes detailed account data, participant-targeted messages and educational material presented in a well-designed, 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 BCG participant website offers 24-hour access to accounts. Features include:

  • Review of account balance and fund performance
  • Ability to update contact information
  • Web-based loan modeling
  • Web-based distribution requests
  • Review of—and option to change—investment options
  • Web-based enrollment
  • Web-based loan requests
  • Interactive educational material

Plan Contacts and Trusted Advisors Website

To help make plan administration easier, we offer a website that features:

  • Ability to enroll a participant
  • Detailed plan and participant information
  • Ability to create loan requests
  • Detailed view of plans and reports
  • Plan specifications, investment option performance and participant activity
  • Ability to retrieve and upload comprehensive census information
  • Customized marketing materials
“BCG recently helped me with one of my clients through their 401(k) X-Ray. The owners weren’t taking full advantage of the plan features because they didn’t want to provide their staff with additional profit sharing contributions past the 3% Safe Harbor. BCG explained that if they did, the owners could receive 6% in profit sharing without any additional staff contributions. The client was thrilled, and so was I.”
“How easy it was, although it is a small plan. The transition was seamless. Response to questions and need for information was great.”
Moorestown, NJ
"I called BCG for an X-Ray to be performed for one of my potential clients. It was quick and easy. As a result of my consultative support, I won the business, and I am now the advisor for the plan. The X-Ray BCG prepared for me significantly complimented my services, and helped me stand out compared to their current advisor and others who were trying to win the business. Thanks BCG!"
Philadelphia, PA
“Your staff was very patient when rehashing issues multiple times. They were able to provide very good suggestions for the plan and great on follow-up phone calls. I would recommend BCG to others who are looking for a TPA.”
Moorestown, NJ
"BCG helped me win a client by revitalizing their current retirement plan. By restructuring the plan design to incorporate New Comparability, the business owners could reach the 415 limit and still keep the total employee contribution at 5%. This will allow the business owners to each receive over $20,000 more in 2015 than they did in 2014!"
Westmont, NJ

Need a Proposal?

Before leaping into the unknown, we recommend a thorough examination of your plan. Because we are experts in the field, we know the marketplace and know what your existing vendor is capable of offering.  Through this examination, we can help you optimize the service you receive.

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