Benefit Consultants Group will provide a streamlined process for all your recordkeeping and administrative services.

Recordkeeping System

We deliver streamlined, flexible services through our leading edge technology. We provide complete daily valuation recordkeeping services with access to thousands of mutual funds and other investments.  Our integrated system reduces the potential for inconsistencies and quality errors.  Using the latest recordkeeping technology, we provide the security, accuracy, compliance and functionality that you expect.

  • Self-service online access for sponsors and participants
  • 24/7 website and toll free account access
  • Open architecture platform with 21,000 funds, ETF’s and insurance products
  • Multiple employer division or location management
  • Multiple payroll/banking processing
  • Self-directed brokerage accounts</li>
  • Asset allocation models
  • Multiple ontribution sources
  • Automated tracking of eligibility
  • Multiple vesting schedules between sources
  • Daily valuation of participant accounts
  • Quarterly participant account statements
  • On-demand ad hoc advisor and plan sponsor reporting options
  • Web-based enrollment, distribution requests, and loan modeling
  • Online fund fact sheets integrated to Morningstar and prospectuses
  • State-of-the-art payroll submission
  • Environmentally-friendly e-Statements
  • Online investment and education advice

Meeting Your Compliance and Fiduciary Responsibility

BCG offers a compliance review conducted by our expert pension consultants to help plan sponsors take the steps necessary to ensure the plan conforms to ERISA, IRS, and DOL guidelines. Due to strict laws and regulations that govern the operation of a company-sponsored retirement plan are complicated and confusing, our experienced professionals will work to guide you towards meeting your fiduciary responsibilities.