Here are just some of the services BCG can offer to make your retirement plan a success.

  • Plan Design
  • Preparation of plan and trust documents for review of counsel
  • Summary of Plan Descriptions
  • Trust accounting
  • Actuarial valuation of defined benefit plan benefits and liabilities
  • Actuarial certification of plan funding
  • Recordkeeping for Money Purchase, Profit Sharing and 401(k) Plans
  • IRS, Pension Benefit Guaranty Corporation, and DOL filings
  • Employee benefit statements and communication
  • Employee meetings
  • Cross testing, new comparability and age weighted allocations
  • 401(k) discrimination testing
  • Distribution processing
  • Loan processing
  • All compliance monitoring
  • Plan terminations