Benefit Consultants Group is an independent firm with an over 50 year history of helping companies and their employees with their retirement needs.

Our commitment to you

As a Benefit Consultants Group client, you have entrusted to our care personal and financial data for you and your employees. (All references to “client”, “you” or “your” refer to you as the retirement plan sponsor, as well as your employees or former employees participating in your retirement plan.) We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use.

This means, most importantly, that we do not sell client information—whether it is your personal information or the fact that you are a Benefit Consultants Group client—to anyone.

Instead, we use your information primarily to complete transactions that you request or to make you aware of other financial products and services that we offer or sponsor.

The information we collect about you

You provide personal information when you complete a Benefit Consultants Group account application. (If you enter information in an online application, we may store the information even if you don’t complete or submit the application.) You also provide personal information when you request a transaction that involves Benefit Consultants Group or one of the Benefit Consultants Group-affiliated companies.

In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, to prevent fraud, or to help us identify products and services that may benefit you.

Personal information collected from any source may include, among other things, your name and address, Social Security or taxpayer identification number, date of birth, assets, income, account balances, investment activity, and accounts at other institutions.

How we handle your personal information

We do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when needed to complete transactions at your request or to make you aware of related financial products and services that we offer. Here are the details:

How we protect privacy online

See our Site Help and Technical Help for more details about website security and privacy features.

How we safeguard your personal information

Within Benefit Consultants Group, we restrict access to information about you to those Benefit Consultants Groupemployees who need to know the information in order to perform their jobs, such as servicing your accounts or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.

What you can do

For your protection, we strongly recommend that you do not provide your account information, user name, or password to anyone. If you become aware of any suspicious activity relating to your account, it is your responsibility to contact us immediately.

We'll keep you informed

As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly.