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Investment Advice Features & Enhanced Services

BCG is pleased to announce the rollout of MasteryPOINT AdvicePlus.  This on-line software, offers a fully-integrated and comprehensive approach to meeting the investment education and advice needs of plan sponsors and participants. AdvicePlus will be available January 1, 2009.

AdvicePlus features:

  • Extensive Education resources on investment choices
  • Recommends specific asset class/mutual fund allocations and the amount to be invested in each to optimize portfolios that create the highest returning investment mix at a given risk level
  • Seamlessly records participant selections into their account
  • Supports up to 6 additional portfolios outside of the participant's retirement account
  • Fully interactive financial planning calculators Provides additional support to answer a full range of questions

More BCG Enhanced Services:
  • Online Enrollments
    Employees can enroll online in 5 easy steps, which will streamline the process resulting in an improved experience for your participants.
  • Paperless Loans
    Employees can take advantage of applying for a loan online, submitting the request and downloading the loan amortization schedule.
  • Paperless Distribution
    Former employees can now request distributions online to expedite the process - all without an exchange of a single piece of paper.  
  • Web Based Fund Prospectus
    Employees now have the convenience of being able to view online investment information for the funds available in the plan, such as viewing prospectuses, amendments to the prospectuses, annual reports, monthly fund performance, and fund data sheets.
  • Electronic Year-End Compliance Census Validation
    You now have the ability to retrieve and upload your company's census information online by utilizing our new compliance census download/upload feature, which eliminates the challenges associated with manually submitting your annual census.
  • Participants will be able to utilize these enhanced services starting on January 1, 2009.  At that time, additional assistance will be available by visiting our website at www.bcgbenefits.com, and clicking on the "New" Video Library section on the home page.

 

About BCG

 

Since 1958, BCG has been offering service packages that range from low-cost Retirement Plans, Actuarial Services, Plan Design and Recordkeeping.

BCG's Senior Executive Team, led by Robert Paglione, CEO, has made significant capital investments in its people, systems and technologies to enable the organization to meet the diverse requirements of its client base.

From its streamlined plan implementation process to operational flexibility, BCG can easily and quickly handle the needs of financial advisors and plan sponsors in all 50 states. In addition, BCG is SAS-70 Certified.

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