Founded in 1978, BCI Group provides full-service actuarial, administrative, and consulting services for all types of qualified retirement plans, specializing in ESOPs and other plans with employer securities. BCI Group employs approximately 90 employees including consultants, actuaries, attorneys, accountants, and administrators, each demonstrating professional distinction in their specialized area of expertise.

Through the years, our firm has experienced significant growth and has opened additional offices in Boise, Charlottesville, Chicago, Cleveland, Dallas, Los Angeles, Pittsburgh and Scottsdale. With clients nationwide, BCI Group is known for our ability to create innovative business solutions for complicated benefit challenges.

BCI Group's professional services include administration, compliance, actuarial, consulting, plan design, recordkeeping, employee communication, feasibility studies, repurchase liability studies, and global stock plan recordkeeping. Our firm provides these services for the following plans:

• Employee Stock Ownership Plans (ESOPs)
• International ESOPs
• Stock Purchase and Stock Option Plans
• 401(k) Plans
• KSOPs (Combined 401(k) and ESOP)
• Defined Benefit Plans
• Profit Sharing Plans
• Money Purchase Plans
• Target Benefit Plans
• Age-Weighted Plans
• Defined Benefit: Postretirement Benefits Other than Pension Plans
• Non-Qualified Deferred Compensation Plans

BCI Group's ESOP expertise was the foundation for the development of our Professional ESOP Repurchase Liability Software (PERLS� ). PERLS� is a PC-based software package designed for ESOP companies to internally identify and forecast ESOP repurchase liability. Regarded as a standard in the industry, PERLS� is used by many ESOP companies and other benefit consulting organizations to prepare sophisticated ESOP repurchase liability studies. PERLS� is a proprietary software product produced, owned and licensed by BCI Group.

With a diverse client base, BCI Group works with companies in virtually every industry including manufacturing, distribution, communications, construction, financial services, and retailing. Our clients are predominantly mid-market firms with several hundred employees. Our overall client size, measured by employees, range from 15 to over 100,000 employees.

Office Locations

Headquarters, Appleton 1025 East South River Street Appleton, WI 54915 Telephone: (920) 734-0144 Fax: (920) 734-9180 Contacts: Dennis J. Long       Peter J. Prodoehl       Donald F. Markwardt       Dorothy E. Mathews       John P. Prodoehl        Boise 205 North 10th, Suite 300 Boise, ID  83702 Telephone: (208) 433-3076 Fax: (208) 433-3077 Contact: Kim Blaugher Charlottesville 690 Berkmar Circle Charlottesville, VA  22901 Telephone: (434) 220-3444 Fax: (434) 220-3446 Contact: Becky Hoffman Chicago 1450 East American Lane Suite 1400, Zurich Towers Schaumburg, IL 60173 Telephone: (847) 330-4474 Fax: (847) 330-4452 Contact: Timothy J. Regnitz

Cleveland - BCI edu.com 500 Grant Street Akron, OH  44311 Telephone: (330) 255-1114 Fax: (330) 255-1110 Contact: Cathy Ivancic Dallas 1521 North Cooper Street, Suite 216 Arlington, TX  76011 Telephone: (817) 983-2531 Fax: (817) 983-2532 Contact: Owen Schmidt Los Angeles 13101 Washington Boulevard Los Angeles, CA  90066-5725 Phone: (310) 306-9142 Fax: (310) 822-7084 Contact: Anthony I. Mathews Pittsburgh - MMC&P Retirement Benefit Services One Gateway Center, 11th Floor Pittsburgh, PA  15222 Phone: (412) 394-9300  Toll Free - (800) 557-MMCP Fax: (412) 261-1207 Contact: John P. Parks Scottsdale Gainey Ranch Town Center 7702 East Doubletree Ranch Road, Suite 300 Scottsdale, AZ 85258 Telephone: (480) 348-3945 Fax: (480) 348-3946 Contact: Bradley E. Henschen

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