Our Values |
Our Mission |
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Integrity and trust is the foundation of any relationship and is present in all of ours. Timely and effective communication is our way of empowering clients to make well-informed decisions without delay. Through teamwork and determination, we maintain high levels of accountability in all areas of our practice.
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The team at Benefit Consulting Group expertly navigates the complexities of qualified retirement plans with a focus on deadlines, IRS/DOL compliance, and plan documentation. Knowledge of the law and how to best implement the applicable law and changes in the law is essential to our practice.
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Services
Plan DesignOur experienced principles and staff will design an optimal qualified plan providing benefits for you and your employees while maximizing tax benefits.
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Compliance TestingWe offer full compliance and discrimination testing as part of our administrative services to ensure that your plan meets all IRS and DOL requirements.
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Audit AssistanceAs your representative, we work directly with the IRS on your behalf should your plan ever be flagged for an audit. We also support 401(k) Plan Audits with trusted IQPAs.
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Our History
Founded in 1990, Benefit Consulting Group has steadily grown as a full service Third Party Administrator. We are experts in the design and administration of 401(k), profit sharing, defined benefit, and cash balance plans. We address and consult on any IRS compliance and administrative issues with our clients.
Benefit Consulting Group provides premiere pension consulting services for small to medium businesses of all types. We do not manage assets or collect commissions and therefore provide objective consultation services. Our principals and staff are dedicated to making your retirement plan(s) work for you and your company.
Our business technology is powered by Zoho Corporation, which allows us 24/7 access to your plan and its data. However, our technology does not and can not replace our strength: personalized and timely service. Benefit Consulting Group is privately owned.
Benefit Consulting Group provides premiere pension consulting services for small to medium businesses of all types. We do not manage assets or collect commissions and therefore provide objective consultation services. Our principals and staff are dedicated to making your retirement plan(s) work for you and your company.
Our business technology is powered by Zoho Corporation, which allows us 24/7 access to your plan and its data. However, our technology does not and can not replace our strength: personalized and timely service. Benefit Consulting Group is privately owned.