Benefit Consultants Group offers plan-design solutions that will
meet your organization’s changing needs.
Designing a retirement plan requires specialized expertise. Because we don’t believe in a one-size-fits-all plan
design, we will work to develop a plan that fits your unique needs. We start by identifying the management goals of
Our approach to plan design benefits from our emphasis on cultivating long-lasting relationships. You can be
confident we’ll be around after the design phase to implement and administer your plan. We want to ensure you
achieve and maintain regulatory compliance—and ensure your retirement plan meets your organization’s needs
years from now.
Our consultants, actuaries and ERISA attorneys will guide you through the design and implementation processes,
using their expertise to keep your plan on track and your business objectives in focus.
BCG pledges to:
Offer plan-design solutions to meet your organization’s changing needs
Maximize desired plan results
Help minimize costs
Facilitate the smooth implementation and management of your
Build and sustain employee participation
Provide best-in-class investment options
Provide tools to meet legal and fiduciary obligations
Provide advanced recordkeeping services
Offer the education and tools your employees need to manage their accounts
Provide access to consultative expertise, including CPA’s, actuaries and ERISA attorneys
Benefit Consultants Group offers a smooth transition.
Once we have designed a customized plan for you, we’ll facilitate implementation with an emphasis on efficiency and
cost-effectiveness. As part of the transition to a new plan, we assign a dedicated Plan Implementation Specialist to
work with you every step of the way, from the initial implementation meeting to on-going coordination. Experience has
taught that this step-by-step approach leads to success.
BCG’s proprietary five-step FAST-Track Plan Implementation and Conversion Process helps ensure all the details
are managed, every requirement is met and all roles and responsibilities are clearly assigned and executed. Our
meticulous implementation process doesn’t end until the plan has been seamlessly transitioned.
Our attention to detail means you can count on a seamless plan transition.
“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.”
Victor F. financial advisor
“How easy it was, although it is a small plan. The transition was seamless. Response to questions and need for information was great.”
Bonnie W. financial advisor
"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!"
Tim S. financial advisor
“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.”
Regina M. financial advisor
"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!"
Robert W. financial advisor
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.