What's Included

Plan Consulting & Design

Census data collection and analysis. Get unmatched consultative support that frees you from the burdens of research and arms you with the information you need to make the right choices with maximum confidence.
Plan analysis. Already have a retirement plan? Let us review your current plan and make recommendations for improvement.
Plan design. Depending on the structure and size of your company, your options for retirement plans vary. Our team will help you understand the alternatives and select a plan that’s right for you.
Effortless Implementation. Seamless transition to our administration team for plan launch and conversion.
Employee Communications. Empower employees to understand, contribute to and value their retirement plan, including help designing an effective launch or conversion process.

Plan Launch & Conversion. Preparing plan documents and summary plan descriptions, determining employee eligibility, establishing the process for tracking and submitting plan contributions, overseeing and facilitating transfer of plan assets to ensure allocation accuracy, and coordinating the transition of plan management to the MCG client services team.
Daily Administration. Tracking and processing plan contributions from employer to investment, informing your advisor of newly-eligible employees, processing loans and hardship withdrawals, and distributions for terminated and retired employees.
Year End Administration. Data collection, compliance testing, employer contribution and vesting calculations and preparation of Form 5500, summary annual reports and employee statements.
Flexible Online Reports. When MCG manages your retirement plan and your payroll , you get 24/7 online access to essential retirement plan reports.
Optional Services. Onsite meetings, annual report analysis, ongoing administration review and legislative updates.

Dedicated Client Support. Unlimited access to U.S.-based experts, available five days a week during business hours (8:30 – 5 pm CST)
World Class Security. The latest technologies keep your data safe.
Webinars. Free access to educational webinars.
Help When You Need It. Comprehensive support during plan audits.

We take client service seriously and prove it with the industry’s best guarantee.
What’s the most common retirement plan administration headache?
What does effortless administration really look like? It’s the MCG way.
Do bundled investment and third-party administration packages live up to their promise?
Why outsource retirement plan administration?
Ease more workforce administration burdens, including HR and payroll.