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401k Plan Services


Specialized support for businesses, organizations, and retirement plans.

A retirement plan can be an important benefit that may help with employee retention and financial wellness for participants. At BCG Securities, we design, implement, and support retirement plans tailored to each organization.

Every company is unique, which is why we work with business owners, executives, and HR teams to create plans that balance cost, compliance, and employee outcomes.

401(k) and Safe
Harbor 401(k) Plans


We create strategies that are tailored to your needs and goals.

Profit Sharing Plans


Years of experience have prepared us to guide you through your life transitions.

403(b) and 457 Plans


Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Approach

  • Custom Plan Design – strategies created around your workforce and goals
  • Fiduciary Support – guidance to help plan sponsors manage responsibilities
  • Open Architecture Investment Platform – access to a broad range of investment options
  • Administration Options – flexibility to work with our in-house TPA team or external partners
  • Employee Education – tools and resources to help participants understand their plan



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