Our Partners

We’re proud to partner with the following organizations

NIPA

The National Institute of Pension Administrators (NIPA) is a national association representing the retirement and employee benefit plan administration profession.

asppa

The American Society of Pension Professionals & Actuaries is the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry. Advance your career and help shape the industry's future!

cikr

Council of Independent 401(k) Recordkeepers

PrimePay Payroll Services

BCG has partnered with PrimePay to deliver a fully integrated retirement program to the PrimePay client base.

newkirk

Newkirk® is a leading provider of marketing communications for financial and managed care companies. Leading-edge communications that target individuals, not masses.

feith

Feith Systems and Software delivers solutions to help all facets of internal operations pertaining to Document Imaging, Document Management, Workflow and Online Forms. Feith System's Object Driven Workflow and web based self-service forms minimize process time and maximize process efficiency.

sungard relius

SunGard Corbel offers us a suite of software and services that brings together our entire industry-leading employee benefits solutions into functional processes that help us help you administer your retirement needs.

sungard stn

STN supports the key information flows in the trading lifecycle, including order routing, execution, allocations, affirmation and matching, notification, reconciliation and reporting for equities, fixed income securities, mutual funds, money market funds, commercial paper and certificates of deposit.

midatlantic trust

Mid Atlantic Trust Company is an independent expert in trust & custody solutions for retirement plans. We provide innovative solutions to thousands of plans and safeguard billions of dollars.

matrix

Matrix Financial Solutions, Inc., formerly known as MG Colorado Holdings, Inc., through its wholly owned subsidiaries, is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions, including banks, trust companies, registered investment advisors and record-keepers/third-party administrators (TPAs).

protect my retirement

The mission of ProtectMyRetirement.org is to ensuredelivery of an effective, efficient, sustainable private retirement system by facilitating a partnership between retirement providers, the community and the government.

vistage international

Vistage assembles and facilitates private advisory boards for CEOs, senior executives and business owners.

“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