New 401(k) X-Ray Provides a Free Innovative Tool for Financial Advisors to Take a Transparent Look at a Client’s Retirement Plan
DELRAN, NJ—JUNE 26, 2009— How does one plan rate against another? Is this the right plan for my client? These are some questions that financial advisors run up against on a regular basis. A properly designed retirement plan is an integral part of a strategic compensation package for a company. At the same time, one of the most challenging tasks for a company is to evaluate their plan. They need a strategy to achieve their business goal. For many companies, their retirement plan falls short of this goal. To ensure success, a plan should get a yearly exam.
The new 401(k) X-Ray from Benefit Consultants Group (BCG) can help. BCG has been an innovative leader in the 401(k) industry for over 50 years. With their wealth of knowledge, they will provide a free comprehensive analysis of a client’s plan.
“The 401(k) X-Ray looks at what a plan has achieved, decide whether it is operating at peak performance, or if any adjustments need to be made. BCG can assist financial advisors and be a critical resource in helping them analyze a plan. We know how plans similar to theirs are priced and how to achieve savings for their clients. We will provide them with an objective comparison, and discuss the many options best suited to meet the needs of their clients,” says Beau Adams, Executive Vice President of Business Development at BCG.
BCG’s 401(k) X-Ray Program Provides:
• Unparalleled knowledge of all aspects of retirement plans. • Consulting and guidance. • An evaluation of all elements of your plan. • Suggestions to fit a company’s objectives. • A detailed report with a recommendation for any changes.
In today’s changing retirement environment, it’s important to work with an organization that is experienced and is able to help you navigate the various components of a retirement plan. BCG will conduct an in-depth analysis of your current plan, and will be able to identify if there are any gaps in your existing service model. A qualified 401(k) consultant will walk you through the results, and make suggestions to ensure your plan is on the right track.
How does it work? Financial advisors can take advantage of this new service by logging on to the BCG website at www.bcgbenefits.com. Go to the Advisor page and click on the 401(k) X-Ray button. Simply fill out a few questions, upload some documents—and that’s it! Or, you can call directly at 800-524-401k, option 3.
Whether you’re looking into a new retirement plan provider for your client, or if you would like to see how a current plan stands up against the competition—use BCG’s expertise for a competitive advantage. Completing the 401(k) X-Ray will ensure the success of your retirement plan—take advantage of this new free service today!
About Benefit Consultants Group:
Benefit Consultants Group, an award-winning third-party administration firm. BCG provides plan sponsors and participants with innovative solutions, comprehensive sales support and high quality recordkeeping services to meet the specific retirement needs of its clients for over 50 years. Throughout the decades, BCG has met the challenges of an ever-changing retirement plan environment, while providing its clients with the highest degree of quality service, inspired plan design and implementation. BCG is also the first retirement services TPA firm in the country to receive an ISO 9001 Registration for quality management. For information, visit www.bcgbenefits.com or call 1-800-524-4015.
About Mid Atlantic Trust Company: Mid Atlantic Trust Company (MATC) is an independent expert in trust & custody solutions for retirement plans. They provide innovative solutions to thousands of plans and safeguard billions of dollars. The Mid Atlantic companies provide a broad array of sophisticated financial products, support services and technology to a select group of financial organizations. They provide first-class service to their clientele, which consists of teamwork, innovation and reliability. Through this continual improvement process, Mid Atlantic is dedicated to meeting the increasing requirements of the marketplace in the years ahead.
