Access To World-Class Retirement Plan Expertise
Whether you are an employee, manager, executive, or owner of your own company, you’re working hard for the same reason we all do—to secure a comfortable retirement one day. Getting there requires dedication to saving and investing but it also requires sound planning, secure investing options, and a competent source for advice and guidance.

But with so many choices in retirement plans, investment vehicles and advisors, finding the right course and sticking to it can be confusing. At BHL, you have the decided advantage: With so many experts under one roof, we can review all of your options and risks along with your personal and business goals to help you assemble the best possible plan.

Through our affiliate, Benefit Consulting Group (BCG), we can simplify and guide you through the retirement plan process to choose the right program to meet your personal and business goals:

Retirement planning
Investment planning
Financial planning
Education planning
Business services
Charitable gift planning
Life and risk management insurance planning
Long-term care planning
Appropriate plan selection and design:
- Profit sharing plans
- New comparability plan
- Defined benefit plans
- 401(k) qualified retirement plans
- 401(k) safe harbor plans
- 401(k) owner/single person plans
- 403(b) defined benefit plans
- 529 educational savings plans
- Employee stock ownership plans (ESOP)
- Simplified Employee Pension plans (SEP)
- SIMPLE IRA plans
- Traditional IRA plans
- Roth IRA plans
- Rollover IRA plans

We Handle The Details So You Don't Have To
The question no longer is whether or not to offer a retirement plan. Employers know that now more than ever they need a qualified retirement plan to meet their own goals and to attract the best employees. The question really is: Who will you work with to put together the best plan and manage it for you. Benefit Consulting Group’s unique consultative approach is one of the reasons so many leading companies trust them for:

Retirement plan design and administration
Qualified retirement plan consulting
Non-qualified retirement plan consulting
Annual compliance testing and reporting
Employee education and communication programs
Plan investment services
Daily valuation/TPA services

Get the Premier Advantage™!
BHL clients enjoy access to one of the most complete and sophisticated portfolios of products and services to help them control risk, manage their companies better through improved benefits and human resources, and build personal and business wealth. It also means they have access to tremendously comprehensive expert advice available only through the combined resources of Bailey, Haskell & LaLonde (BHL), Benefit Consulting Group (BCG), and Workplace Health Solutions (WHS).

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free to call us.

(315) 474-1707

Oneida (315) 363-2100
Syracuse (315) 457-1830

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