Home | About | Contact | Glossary | Careers | Site Map 
 

Home > For Business > Qualified Retirement Plans > Plan Investment Services

Plan Investment Services

  •  Employee Benefits
  •  Executive Benefits
  •  Human Resources
  •  Qualified Retirement Plans

  • In today’s increasingly complex business environment, employing human capital can be overwhelming to keep up with for companies of every size. BCG works with companies with just a few employees to organizations with thousands of employees.

  •  Daily Valuation
  •  Employee Education & Communication
  •  Plan Consulting Services
  •  Plan Design & Administration
  •  Plan Investment Services

  • Participant-Directed Plan Investment Services
    According to the U.S. Employee Benefits Security Administration (EBSA), it is well documented that American workers are not saving enough for their retirement. EBSA also points out that the majority of employees who do enroll in their employers’ defined contribution pension plans, leave their accounts in such conservative investment options that they are not likely to generate in sufficient savings for a secure retirement.

    Significant improvements can be made in plan participation and retirement savings success for both the employee and the highly compensated owner or executive.

    More Options Mean Fewer Investment Decisions
    It might seem counterintuitive but plan participants are easily overwhelmed when faced with choosing from more than 10,000 mutual funds including equity funds (stocks), fixed income funds (bonds) money market funds and a host of other investment vehicles. Participants’ inability to properly research and evaluate all of the available options often results in taking no action at all, preferring instead to put their money in ultra conservative funds such as a stable value fund.

    BCG’s defined contribution plan and investment specialists take the time to fully understand your business goals before designing your plan. We then sort through the thousands of options to build an investment menu that will make it easy for you and your employees to choose from. In addition, our pension experts can structure a variety of unique features to increase your opportunities for investing success including:
    • Alternative investment fund platforms including open architecture arrangements
    • Individual brokerage accounts
    • Professional money managers
    Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC.
    Oneida Savings, BCG, BHL, WHS, and Cadaret Grant are separate entities.
    Not FDIC insured. No bank guarantee. May lose value.

    Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, the information at this site is intended for individuals residing in states where we are currently registered. We are registered to sell securities in the following states: NY, NJ, FL, GA, MA, VA, OH, PA, CT.


    If you don't see something
    you're looking for, or have
    any questions, please feel
    free to call us.

    (315) 474-1707

    Contact an Advisor
    About | Careers | Contact | Privacy | BHL Insurance | WHS Workplace Health Solutions | Oneida Savings Bank | Oneida Financial Corp.
    Copyright © 2014 Benefit Consulting Group. All rights reserved. | Contact Webmaster | Site Disclaimer | Site Map
    Text size: