BCG Blog

Employers know that a strong benefits lineup attracts and retains quality employees. They also know those employees are the best asset their company has. But they might not know what they don’t know: how those costs and fees compare to their competition. It can be hard to know what points to look at when comparing plans. Yet benchmarking is essential to plan management.

Clients may need their advisor to bring up the topic of family wealth management so that they have a fully informed retirement plan. Here are some of the basics clients may need to discuss with their advisors but may need help initiating a discussion.