A well-designed plan is just the start of a successful executive benefits program. Only an intelligent, timely and accurate administrative support program will keep your plans true to credit union and participant goals, and in compliance with ever-changing tax and regulatory directives. Benefit Consulting Group, LLC (BCG) supports credit unions with comprehensive administration services, including:

  • Year-end cash value reports with projected monthly values and details on year-to-date policy yields
  • Monthly actual cash values and details on year-to-date policy yields
  • Retirement benefit liability accounting
  • Plan participant statements
  • Death benefit reports per participant
  • Retirement/termination calculations and accounting entries
  • Annual in-person reviews of credit union goals and plan participant status



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