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Qualified Retirement Plans

  •  Employee Benefits
  •  Executive Benefits
  •  Human Resources

  • 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

  • Daily Valuations/TPA Services
    BCG provides plan sponsors, directly or through strategic partners, a complete range of daily valuation and third party administration (TPA) services to ensure your organization of a robust plan in full compliance at all times.

    BCG offers in-depth experience in all types of plans including allocated, traditional balance-forward and daily valuation, multi-fund family open architecture platforms. We administer 401(k), Individual 401(k), 403(b), Safe Harbor 401(k), Money Purchase, Profit Sharing, and Davis-Bacon plans. BCG’s pension experts provide insightful, objective consultation and services based on your business and personal goals and objectives.

    Compliance Is The Number One Concern
    The consequences for employers intentionally or unintentionally operating a tax-qualified retirement plan out of compliance with Internal Revenue Service (IRS) and Department of Labor (DOL) rules and regulations are severe. In some cases, employers can face heavy civil or criminal penalties.

    BCG’s qualified plan consultants continually train on the latest plan configurations and are on the leading edge of all legislative and regulative change. Our clients have the peace of mind that comes from knowing we have designed and continually monitor their plans to ensure they are tax efficient and in full compliance with ever-changing IRS and DOL regulations. Our designated TPA will provide the following services to ensure plan compliance:
    • Annual Employee Census Review
    • Annual Plan Valuation
    • Individual Participant Statements (if needed)
    • Annual Contribution Calculations
    • Annual Form 5500 Return
    • Summary Annual Report
    • All Compliance Testing (ADP, ACP, Etc.)
    • Participant Benefit Distributions
    • Loan Originations and Loan Statements
    • Plan Amendments
    • IRS Plan Termination Determination
    • Roth 401(k)
    • Plan Takeover and Redesign
    • Multiple Asset Accounting
    • IRS/DOL Audit Assistance
    • QDRO Processing
    • Actuarial Calculations
    BCG works closely with the employer (plan sponsor) to educate the employees about investment strategies and provides all levels of plan design, plan implementation, plan administration, plan document preparation, compliance testing, government reporting, and daily valuation.

    Daily Valuation
    Self-directed retirement plans offer a great deal of flexibility to participants to actively manage and monitor their own investments. Because of the increase and availability of investing knowledge, plan participants are more interested than ever in taking a hands-on approach to managing their assets and understanding the wide variety of investment choices available to them. They have come to expect more and better information about each investment option. Daily valuation of these options makes it possible for investors to view values in near-real-time, allowing them to make informed investment decisions. More importantly, daily valuation works to satisfy DOL requirements when employers shift the fiduciary responsibility to the plan participants, a key benefit of well-designed self-directed retirement accounts.

    BCG’s Service Model
    With BCG you have immediate and direct access to a lead consultant for your plan. You are supported by a team of highly trained pension and qualified plan specialists to answer any questions you or your employees might have about issues affecting your plan. In addition, all BCG clients have access to more than 170 investment, financial, risk management, employee benefit and human resource professionals and one of the most comprehensive portfolios of products and services in these categories. This is the BCG Premier Advantage™.



    Qualified plan sponsors can expect a complete range of customized services from BCG including:
    • Plan Design
    • Plan Document Origination and Assistance
    • Compliance Testing
    • Government Reporting
    • Recordkeeping
    • Plan Summaries, Updates and Reports
    • Legislative Briefs
    • Daily Valuation
    • Enrollment Assistance
    • Consultation
    • State-of-The-Art Online Tools


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