Benefit Consultants Group offers a distinctly superior financial advisor and plan sponsor support experience.

Grow your business and increase loyalty with BCG’s Advanced Plan Support.

We will help you proactively manage the plan and maximize the value of our services. Each advisor and plan sponsor will have direct access to a designated team led by your personal Plan Account Manager (PAM). This team will provide expert solutions and proactive, personalized assistance. The result is a distinctly superior financial advisor and plan sponsor experience.

The Support Experience

Using highly personalized, proactive services led by your designated PAM, BCG moves towards its goal: Creating and earning long-term relationships. The PAM’s retirement plan administration expertise helps simplify the management of what are often complex plan matters in order to ensure your plan is as effective as possible.

Benefits include:

  • Personalized support from someone who knows you, and your plan. Your designated PAM is available as the single point-of-contact to provide and coordinate support services.
  • Proactive support in the form of “awareness” calls, letters, newsletters and email alerts to keep you up-to-date with changes in legislation and with opportunities to maximize the value of our services.
  • Customized annual plan administration review with you to discuss operational performance, outline service elements and establish goals to ensure that BCG is consistently meeting expectations.
  • Priority response, leveraging your PAM’s deep industry experience to manage issues to the best resolution in the shortest possible time.
  • Extensive educational opportunities in the form of technical webinars, on-demand videos, and news bulletins authored by senior BCG ERISA professionals.

Plan Account Manager (PAM)

Your personal PAM is backed by an entire team ready to support your needs. This team approach ensures client satisfaction and a quick resolution of concerns. For assistance, call (800) 524-4015 and select option 5, Monday - Friday, 8 a.m. - 6:30 p.m. EST.