BCG 401(k) Advisors

We are delighted to welcome Joshua Sorensen as our new Senior Retirement Plan Consultant at BCG 401(k) Advisors!   Josh has a great background in consulting with employers on their retirement plans and is a fantastic addition to our team. He provides clients fiduciary investment advice, plan design and governance consulting and education and financial wellness consulting. We look forward to sharing innovative strategies with our team.   Welcome to BCG 401(k) Advisors, Josh!    #BCGAlera #RetirementPlans

Happy National 401(k) Day! This day is all about focusing on your financial future and ensuring you're on track to meet your goals. Whether you're just starting out or nearing retirement, now is the perfect time to review your 401(k) strategy and ensure you're on track to enjoy a comfortable future.  It's also a great time for employers to set up a 401(k) plan, or to get a second opinion on their current 401(k) plan for their employees. We can help! Maximize Your 401(k) with These Tips: - Contribute regularly to build your nest egg. - Take full advantage of employer matches. - Review your investments periodically. - Stay informed about your plan's options. With only 70% of Americans financially prepared for retirement and just 41% fully utilizing their 401(k) plans, taking action today can make a huge difference for your future. Our Retirement Plan team is here to help employers with any questions you have. Let's make retirement dreams a reality!

💡The connection between Financial Wellbeing & Mental Health During Mental Health Month, it's essential to recognize the link between financial wellbeing and mental health. Recent studies have shown that employees who feel financially secure report significantly higher levels of happiness and engagement in the workplace. Understanding and supporting this connection greatly benefits both employers and their teams. Read the article for tips on bridging the gap between financial wellbeing and employee mental health. Our Financial Services team is here to help answer any questions and guide you in the right direction. Please reach out with any questions! #BCG401k #BCGAlera #MentalHealthMonth

We’re #hiring a new Assistant Client Manager - Retirement Plan Services in Scottsdale, Arizona. Apply today or share this post with your network.

As we kick off the new year with a focus on healthy habits and self-improvement, now is a great reminder that January is Financial Wellness Month!    With the chaos of the holidays behind us, this is the perfect time to elevate your financial health and set your finances up for success in the year ahead.    Taking some time to focus on enhancing your financial wellbeing can empower you to: - Take control over your financial future and make decisions that align with your desired results - Alleviate stress and enjoy a more balanced life - Create a roadmap to conquering your financial goals   Read more about what you can do to observe Financial Wellness month:  https://lnkd.in/gnVrwfHH.   #BCG401k #FinancialWellness

So much going on in the stock market and the economy! Feel like you need an update?   We have it for you! Join BCG 401(k) Advisor's ‘2024 Market and Economic Overview’ webinar for insights and commentary from J.P. Morgan’s Jordan Jackson on the state of the economy and global markets. Wednesday, January 17th, 11:30 AM Don't miss this opportunity to get up-to-date on the economy with industry experts! Register at:  https://lnkd.in/gEVkxRAG #BCGAlera #BCG401k