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

Communication

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

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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