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

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