Creating Healthy Retirement Plans is What We Do.

The BPG Plan Health Report™ is a comprehensive diagnostic tool that provides employers with an in-depth look at the overall “plan health” of their retirement plan to determine if their plan is properly designed and functioning at maximum efficiency.

Contact us and we will guide you through a series of questions from which we will generate a report that scores your plan in the critical areas the drive plan success. This time saving, comprehensive analysis serves as a type of internal audit which will include best practice ideas to help employees achieve retirement security, as well as, help plan sponsors to fulfill their fiduciary responsibilities.

Request your complimentary BPG Plan Health Report™ with the following form, and we will contact you to get started.

Plan Health Score

Measures five critical areas of successful plans
  • Plan Design: We analyze, synthesize and recommend cost-effective plan design changes that drive retirement results.
    Plan Design
  • Fiduciary Governance: We provide prudent and systematic frameworks for decisions, documentation and model administrative procedures to help fulfill fiduciary obligations with sound fiduciary processes.
    Fiduciary Governance
  • Vendor Management: We serve as a liaison with vendors to ensure service levels meet expectations and fees remain reasonable.
    Vendor Management
  • Investments: We help select and monitor investments daily, weekly and monthly using our in-house CFA-led investment analytics group and proprietary BPG SmartCard™ for consistent long-term investment performance.
  • Retirement Readiness: We lead retirement participants through the complexity of retirement planning and financial literacy with training and communication creating a positive investing experience.
    Retirement Readiness
Plan Health Score Measures five critical areas of successful plans