Barclay Planning Group began serving clients in 1995 offering a wide range of pension administration services including plan design, implementation, record keeping, plan termination, preparation and filing of governmental forms, and consulting on retirement-related issues.

The most important behavior we engage in is listening to our clients to gain an understanding of their unique circumstances, challenges, and objectives.  We don’t offer “cookie-cutter” service packages that we try to shoehorn people inside.  Instead, we tailor services for maximum impact and value based on what we learn during the important interactive information sharing process.  Our clients have taught us the value to listen to them enabling their receipt of focused personalized attention, consistency in our team, timely services with relevant responses and information flow, fostering efficiency and profit optimization generating a value-added relationship.

Certainly, we perform all the traditional TPA firm services, but not in the traditional way.  We structure all of our activities within the context of what will yield the most effective insights and support the overall objectives.  We understand third party verification and reporting services are often viewed as a necessity rendering, not enough “substantive” value.  By structuring these functions with the perspective of knowing client goals and challenges, we routinely uncover valuable insights that support overall strategies.

We always attempt to maintain the same professionals on the accounts from year to year, further building our working relationships.