Investment Options

Benefit Consultants Group’s investment tools and open architecture meet the diverse needs of clients

Open-Architecture Options

Open Architecture Platform: Exactly What You Need
This approach to plan design means you have more than 21,000 mutual fund alternatives, ETF’s, insurance platforms and individual brokerage options that offer best-in-class asset management without limitations.
Independent Objectivity
Our investment platform allows you to independently, and objectively, select those investment options that best meet the diverse needs of your clients.
Multiple Investment Options
Working with BCG, you will always have the ability to make prudent investment decisions—based on what is best for the plan—without having to change providers.

Advanced Investment Tools

For Plan Sponsors and Advisors
We provide a robust array of data and tools to help you navigate the complex investment landscape.
For Participants: Online Investment Information and Account Access
Participants have 24/7access to investment and account information. Using these tools, they can diversify their portfolio as market conditions change, rebalance investment allocations and manage other account changes. For questions participants can call BCG Participant Services from 8 a.m. to 8 p.m. EST, Monday through Friday? (800-524-401k).
Help With Decision-Making
BCG is here to help participants make savings and investment decisions. We offer an array of retirement-planning and investment tools to help participants make informed choices.
“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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