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.