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
the business.
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 help implement 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 will guide you through the design and implementation processes,
using their expertise to help keep your plan on track and your business objectives in focus.
BCG pledges to:
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 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.
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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