Company Profile
Located in Holyoke, MA just 6 miles
north of downtown Springfield, Benefits Consulting Group, LLC is a full
service defined contribution retirement plan administration firm. We
provide services to over 150 retirement plans and over 75 Section
125 Cafeteria Plans in Western Massachusetts, Northern Connecticut,
Southern New Hampshire and the Capital District of New York State.
At BCG, we believe that responsive, quality-oriented client
service is the factor that distinguishes us from our competition. We
actively seek input from our clients on what we are doing well and
what needs improvement and implement the appropriate changes in our
service model.
Each member of our professional service team shares a
client-focused attitude and business philosophy. We strive for
technical excellence, efficiency in operations, and proactive client
communications and coordination to prevent administrative problems
from occurring. We adhere to the highest standards of business
ethics and integrity and value each and every client relationship as
critically important to our ongoing success.
Our Professional Service Team
We are pleased to introduce the professional service team at
Benefits Consulting Group. A team dedicated to providing responsive,
quality-oriented client service with the ultimate goal of making the
administration of your retirement program "hassle free."
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Lisa
Beth Hough, QKA
Director |
Lisa is a graduate of Westfield State College in Westfield,
Massachusetts and has been with Benefits Consulting Group for 13
years. She has over 17 years of experience in the administration
of qualified defined contribution retirement Plans. Lisa has
been with the company since inception.As the Director of
Benefits Consulting Group, Lisa is responsible for the entire
operation of the company. She also is responsible for the
compliance review on over 250 Defined Contribution Plans and
keeping the company up to date with IRS Regulatory and Law
changes related to Pension Plans. She serves as BCG’s Systems
Administrator. Lisa also handles the full array of plan
administration services on a very small book of business.
Lisa successfully completed the American Society for Pension
Professionals and Actuaries (ASPPA) requirements and obtained
her Pension Administrator Certificate. She also obtained the
American Society for Pension Professionals and Actuaries,
Qualified 401(k) Administrator (QKA) designation in the fall of
2004.
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Jennifer Rekully
Plan Manager |
Jennifer is a graduate of Holyoke Community College in Holyoke,
Massachusetts. Before joining Benefits Consulting Group, she
spent 4 years working in the business offices of Holyoke
Community College.Jennifer is responsible for preparing forms
5500, non discrimination testing, and the recordkeeping of plan
assets along with training assistant Plan Managers in all
aspects of plan administration.
Jennifer has obtained the Pension Administrator Certificate
from American Society for Pension Professionals and Actuaries
(ASPPA). She is also preparing to take the American Society for
Pension Professionals and Actuaries (ASPPA) exams C-1 and C-2 to
obtain her QKA (Qualified 401(k) Administrator) designation.
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Maria G. Ferrara
Plan Manager |
Maria is a graduate of Springfield Technical Community College
in Springfield, MA. She has over 12 years of experience in the
administration of qualified defined contribution retirement
plans.As a Plan Manager, Maria is responsible for the
recordkeeping of plan assets, non-discrimination testing,
preparing Form 5500, and Form 1099R processing. She will also
be assisting other Plan Managers in all aspects of plan
administration.
Maria is pursuing a Bachelors of Science Degree in Business
Management at Western New England College. Maria obtained the
Pension Administrator Certificate from American Society for
Pension Professionals and Actuaries (ASPPA). She is also
preparing to take the American Society for Pension Professionals
and Actuaries (ASPPA) exams C-1 and C-2 to obtain her QKA
(Qualified 401(k) Administrator) designation.
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Jennifer A. Dulak
Plan Manager |
Jennifer joined Benefits Consulting Group, LLC with over 4 years
of defined contribution experience. Before joining Benefits
Consulting Group, LLC, she spent 4 years administering pension
plans in the qualified defined contribution retirement area at MassMutual.As an Plan Manager, Jennifer is
responsible for the recordkeeping of plan assets,
non-discrimination testing, enrollment and distribution
processing and preparing Forms 5500. She will also be assisting
other Plan Managers in all aspects of plan administration.
Jennifer has obtained the Pension Administrator Certificate
from American Society for Pension Professionals and Actuaries
(ASPPA). She is also preparing to take the American Society for
Pension Professionals and Actuaries (ASPPA) exams C-1 and C-2 to
obtain her QKA (Qualified 401(k) Administrator) designation.
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Kellie Pond
Assistant Plan Manager |
Kellie is a graduate of Holyoke Community College with an
Associates Degree in Business Administration. Before joining
Benefits Consulting Group she spent 6 years working in the
Disability Management Department at GE Financial.Kellie is
responsible for loan processing, preparing distribution
packages, and processing benefits distributions. She is also
responsible for assisting the Plan Managers with all aspects of
plan administration. She works hard to provide BCG clients with
an exceptional client service experience.
Kellie has obtained the Pension Administrator Certificate
from American Society for Pension Professionals and Actuaries
(ASPPA). She is also preparing to take the American Society for
Pension Professionals and Actuaries (ASPPA) exams C-1 and C-2 to
obtain her QKA (Qualified 401(k) Administrator) designation.
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