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Retirement Plans

A comprehensive menu of retirement plan solutions helps individual and corporate clients prepare for the future. Our team possesses the experience and expertise to create custom, complex plans designed specifically for your clients.

Our team is skilled at designing custom plans that best address your company’s specific needs. Rather than rely on pre-set designs, our benefit specialists work closely with each client to design a customized plan that meets the client’s specific needs and objectives. Our pension services group is set apart by our knowledge, seen in our ability to craft plans that maximize benefits while complying with statutory requirements. We foster positive relationships with investment product vendors. With this access to a wide variety of independent and proprietary products, we can offer our clients the freedom to choose between an integrated or an a la carte solution. 

Open Architecture Investment Platform – Through our open architecture platform, we provide access, without restriction or proprietary requirements, to world-class investment options. BCG's investment platform allows you to independently, and objectively, select diverse investment options.

Fiduciary Consulting – A plan fiduciary often faces unexpected challenges. Our staff in our fiduciary consulting services has the expertise to provide specific but thorough advice on due diligence and other fiduciary matters. 

At BCG Securities, we take pride in providing retirement plans for companies of all sizes. Our highly trained retirement plan professionals can help you choose the right plan.

The best choices are driven by the best information. Different plans have different features and involve varying degrees of administration and cost. BCG Securities advisors can help you make the best choice by helping you understand your options and optimal mix of financial products. Plans administered include:

  • Profit Sharing
  • 401(k)
  • Age Based
  • Defined Benefit
  • ESOP
  • 403(b)
  • New Comparability
  • 457
  • Permitted Disparity
  • Non-Qualified
  • Cash Balance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  1-888-394-BCGS(2247)