Recordkeeping

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.

  • independant invesment 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.”
“How easy it was, although it is a small plan. The transition was seamless. Response to questions and need for information was great.”
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!"
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.”
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!"
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