Benefit Consultants Group’s dedicated specialists deliver retirement plan consulting services.

Our consulting solutions include flexible, innovative ways of designing and maintaining a successful retirement plan in compliance with government regulations. Following are some of the ways our consulting services can help you. BCG can:

Assist clients with plan design to maximize the available tax and other benefits consistent with client objectives.
Advise clients on IRS and Department of Labor (DOL) issues that may affect the qualification of the plan or expose client to liability.
Represent clients before IRS and DOL in correcting plan deficiencies, prohibited transactions or fiduciary violations.
Represent clients being examined by IRS or DOL.

“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.

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Consulting Services

Benefit Consultants Group’s dedicated specialists deliver retirement plan consulting services.

Need a Proposal?