Products June 15, 2010

BCG Introduces Concierge Club for Advisers

Third-party administrator Benefit Consultants Group (BCG) has introduced a Concierge Club partner development program that “rewards an adviser for his/her commitment to the retirement plan market.”
Reported by

“Advisers are looking for partners they can count on to support the strategic growth of their business.  BCG’s success is dependent on the success of the adviser community,” Beau Adams, Executive Vice President of Business Development at BCG told PLANADVISER. “The program is based on recognition that the adviser is committed to employer sponsored plans and is interested in partnering with BCG to grow that part of their business.  Essentially, we are investing our resources into their business. “

According to the company, the program offers a full-range of service offerings to build a strong partnership with retirement plan advisers. Advisers who accumulate rewards are able to use them for things such as:

  • Client appreciation events
  • Prospecting efforts/events
  • Reduce or eliminate future fees
  • Educational development
  • Career development   
  • Custom marketing plans

“It’s a very custom approach based on the individual adviser’s needs or interests,” Adams said.

Other benefits offered to advisers include: a fully-branded 401(k) x-ray consultation tool; preferred reservations at BCG’s annual golf invitational; and preferred reservations at BCG’s symposiums.

Adams said that BCG had over 20 advisers register for the program in less than a week after announcing it.

Advisers interested in more information can contact 800-524-401k, option 3, or visit the company online at www.bcgbenefits.com.

«