Identify, Win & Grow
more Retirement Plan Opportunities
Education and Communication
Identify more prospects and sales opportunities
Accelerate the growth of your retirement plan
Leverage industry expertise and professional
Access a convenient platform of free tools
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
: Our Powerful Retirement Plan Diagnostic
X-Ray helps Advisors quickly benchmark any retirement plan. This tool uses
current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors.
Identify prospective clients
Generate Insightful Reports
Prepare effective sales presentations
Benchmark any retirement plan
Prospect generation engine
Full retirement plan metrics
Exceed the expectations of your clients
AdvisorEdge. Powerful Sales and Marketing Tools
With AdvisorEdge you will be able to differentiate yourself from competitors with an innovative, turnkey sales program, powerful marketing tools and sales support.
Communicate information to your clients presentations, Service Agendas and more
Utilize Discovery guides, Comparison charts and sales sheets and much more
Plan Management tools
Take advantage of Policy Statements, compliance calendars and consultation forms
Tools that should help identify the right opportunities
We help Advisors focus on their clients' most critical issues and opportunities
Education & Training
Have a lifelong impact on your Clients through our Education & Training material
What Advisors Are Saying
Get The Edge On Your Competition With Advisoredge and X-ray. Our goal is to enhance the efficiency and profitability of Advisors’ practices, and, most importantly - allowing them to build stronger relationships with their clients.
"I called BCG for an X-Ray to be performed for one of
my potential clients. It was quick and easy. As a result of my consultative
support, I won the business, and I am now the advisor for the plan. The X-Ray
BCG prepared for me significantly complimented my services, and helped me stand
out compared to their current advisor and others who were trying to win the
business. Thanks BCG!" Jake R. - Financial Advisor
“BCG recently helped me with one of my clients through their
401(k) X-Ray. The owners weren’t taking full advantage of the plan features
because they didn’t want to provide their staff with additional profit sharing
contributions past the 3% Safe Harbor. BCG explained that if they did, the
owners could receive 6% in profit sharing without any additional staff
contributions. The client was thrilled, and so was I.” Patt R. - Financial Advisor
The BCG Experience
Partner With The Right Retirement Plan Leader. BCG is proud to be the preferred choice of Employers, Financial Advisors, CPA’s and trusted Consultants. BCG provides retirement plan administrative services to over 2000 employers and specializes in servicing the small and medium sized retirement plan segment).