
Take advantage of this free innovative tool to take a transparent look at a client’s retirement plan.
Let Benefit Consultants Group’s X-Ray technician review your plan and make some suggestions to ensure your client’s plan is on the right track!
• Unparalleled knowledge of all aspects of retirement plans
• Consulting and guidance for advisors
• An evaluation of all elements of a plan
• Suggestions to fit a company’s objectives
• A detailed report with a recommendation for any changes
Differentiate yourself from your competitors by presenting a technical review of the prospective plan prepared by an ASPPA Qualified 401(k) Administrator. Whether you’re looking into a new retirement plan for your client or discussing taking over their existing plan —leverage our expertise to gain a competitive advantage.
Adds additional value to your existing retirement plans to increase loyalty and decrease the possibility of a competitor conquering your account! 401(k) X-Ray breaks down the various components in a retirement plan and creates a step-by-step approach to help you present the best retirement plan for your client.
If you have any questions, please call 800-524-401k, option 3 or send an email to 401kxray@bcgbenefits.com