Benefit Consultants Group provides a streamlined process for recordkeeping and administrative services.

The BCG Recordkeeping System

We use advanced technology to deliver streamlined, flexible services. Our comprehensive daily valuation recordkeeping services offer access to thousands of mutual funds and other investments. And our integrated system reduces the potential for inconsistencies and quality errors. We provide security, accuracy, compliance and functionality you can trust.

independEnt invesTment platform with 21,000 funds, ETFs and insurance products
Self-service online access for sponsors and participants
24/7 website and toll-free account access
Multiple employer division or location management
Multiple payroll and banking processing
Self-directed brokerage
accounts
Asset allocation
models

Web-based enrollment, distributions and loan
requests
Daily valuation of participant accounts
Quarterly participant E-Statements
On-demand ad hoc advisor and plan sponsor reporting options
Online fund fact sheets and prospectuses
Advanced payroll-submission technology
Online investment and education advice

“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

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!"

Tim S.
financial advisor

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.”

Regina M.
financial advisor

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!"

Robert W.
financial advisor

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.

get xpress proposal