At Benefit Consultants Group, we understand the value of continuing education. We know the success of our business and your benefit program is directly tied to our employees’ knowledge, skills and professionalism. In response to this need, we created BCG University; an in-house training program offering courses that promote personal and professional development and keep our staff up-to-date on the latest changes in the financial and retirement service industries. Held in our state of the art training facility, these courses are presented by recognized leaders in the industry including trainers from the Department of Labor, FINRA, ASPPA, VISTAGE, professional educators and our talented staff. But our university’s walls keep expanding. Not only do we make available an in-house program but also encourage and support participation in courses offered through schools and professional organizations.

The following is a sampling of the courses offered at least annually through BCGU:

• 5500 Advanced Features
• 5500 Training for New Users
• Account Balance & Census Updates
• BNA Benefits Practice Center
• Business Finance
• Call Center
• Cash Balance & Controlled Groups
• Catch-Up Contributions
• Census History
• Creating New Loans
• Crystal Reports: Various Courses
• Customer Service: A Bridge to Customer Satisfaction
• DC-1 Prep Course (16 hour training course to prepare for the ASPPA DC-1 exam & designation)
• DC-2 Prep Course (16 hour training course to prepare for the ASPPA DC-2 exam & designation)
• Effective Business Communications
• Eligibility & Allocations Requirements                              
• Employer Contribution Optimizer
• FEITH 101 (FEITH is our in-house system which manages data storage and workflow)
• Gap Period Income
• Hardship Distributions                             
• Integrated Allocations
• Loan Terminations
• Management and Leadership Development (various course offerings)
• Microsoft Excel – Intermediate to Advanced
• Pension Protection Act Updates
• Personality & Communication Styles – An Exercise in Team Building
• Processing a New Plan
• Quarterly Update – What’s New and Noteworthy in the Retirement Administration Field
• Retirement Planning Fundamentals (20 hour course with final testing requirement)
• Telephone Etiquette
• Time Management
• Working with Investment Models
• Working with Divisions
• Working with Plan Status Codes
• Writing Skills Development