Benefit Consultants Group

12/31/2025

From all of us at Benefit Consultants Group, wishing you Peace, Joy, and Prosperity in the year ahead. Have a safe and happy New Year!

02/04/2025

Employees’ interest in savings accounts may be as high as the rates offered on those accounts. But regulations are still slightly less than salient when it comes to how sponsors enroll and incentivize employees to enroll in savings accounts.

12/31/2024

The team at Benefit Consultants Group wishes you Peace, Joy and Prosperity throughout the coming year. Have a Safe and Happy New Year!

12/11/2024

Many in the industry have been assessing what could be ushered in with the new administration in 2025 and how it may impact retirement planning based on changes in personnel, others are focused on the changed regulatory structure. But one thing is for certain: the market may be volatile once again.

Some analysts are making predictions for how the Trump Administration may impact retirement planning based on changes in personnel, others are focused on the changed regulatory structure. But one thing is for certain: the market may be volatile once again.

11/27/2024

Happy Thanksgiving from all of us at BCG! We hope your Thanksgiving is filled with peace, love and great joy!

11/01/2024

Income variability, market volatility, and continuing international conflict have led clients to increasingly think of including several generations in one financial plan. Here’s what to know about creating family financial plans.

09/23/2024

Inflation may be slowing, but for many clients the cost of a tuition for their children remains a serious concern. Advisors may want to offer proactive information for clients on these accounts. And what better way to educate clients than to rely on the 5Ws learned early on in the class room: who, what, where, why, when and how much

Inflation may be slowing, but for many clients the cost of a tuition for their children remains a serious concern. Advisors may want to offer proactive information for clients on these accounts. And what better way to educate clients than to rely on the 5Ws learned early on in the class room: who, w...

09/02/2024

Happy Labor Day from BCG.

08/28/2024

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.

07/29/2024

Over the years, we’ve weighed the pros and cons of various social media platforms on financial literacy. Lately, two trends may have combined to create an important issue for financial advisors: a reduction in attention span and the rise in so called “Finfluencer” may mean clients are relying on TikTok for financial education.

Over the years, we’ve weighed the pros and cons of various social media platforms on financial literacy. Sometimes, preference for social media runs along generational lines. Lately, two trends may have combined to create an important issue for financial advisors: a reduction in attention span and...

06/24/2024

In the race to keep up with AI advancements, it seems like financial advisors just got a power boost. In early June of 2024, the FINRA Investor Education Foundation reported new research suggesting consumer trust favored financial professionals more than AI in terms of financial information.

06/07/2024

When it comes to hardship withdrawals, participants may focus more on what they hear and not what is in your plan. Plan Sponsors may want to pause and consider what participants hear versus what the new laws now permit.