Plan Design
& Administration
Employee Education
Participant Directed
Investment Alternatives
Compliance &
Tax Reporting
Finding an experienced firm to design, install and administer your retirement plan at the right expense
can be a challenge. At BCG, our consultants consider employer objectives, profit constraints and employee demographics when recommending a retirement plan design for you and your organization. Our expertise will allow you to make the correct retirement plan decisions from the start and for years to come.
BCG can provide all of the services needed to keep your plan IRS/DOL compliant and operating smoothly.
Our Services Include:
• Prototype and Volume Submitter Plan Documents
(Profit Sharing, 401(k), Money Purchase, Davis Bacon, Cross-tested & Defined Benefit Plans)
• Daily Valuation/Participant-Directed
Investment Alternatives
• Complete Plan Administration, Compliance Testing and Tax Reporting
• Enrollment & Employee Education Meetings
• Actuarial Plan Services
• IRA Rollover Options
• Individual Pre-retirement Planning and Consulting
Call 315.474.1707 or click here to email us today.
