BCG Blog

Advisors may be compiling year-end lists for their clients. But with advisors seeing higher than normal numbers of new clients, they may do well to follow their own advice. So what do you need to do to get yourself sorted for year end? Here are four things to include in your year-end planning.

“One Neat Trick to Increase 401(k) Enrollment!” sounds like the subject line to an email scam, and it probably is. However, the only “BS” here is Behavioral Science, and it really can help.

Average 401(k) balances are up more than 20%. What’s behind those eye-catching numbers? Why are employees investing more? The answers can inform plan sponsors’ educational programs in 2022.

Communication strategies for sponsors trying to convey their duties, plans, and needs to other groups in the office less familiar with their roles.

What are your employees reading/watching that could help you convey retirement savings and investing information? Here are three wildly different picks that may resonate with employees.

Why going paperless for providing information to employees may be hurting your enrollment. From religion to neurodivergence, money to age, the diversity of those who would benefit from printouts may make you want to reconsider the purely digital enrollment paradise you may be envisioning.

Given how well participants in 403(b) plans did over the last 18 months (in terms of savings and enrollment), Plan Sponsors may want to get ready for some common queries. Here’s a review of what we’ve seen on the Internet that may need clearing up for your participants.

The pandemic’s change to how we work had big effects on staffing. Is the biggest impact on workforce management hiring? Maybe, but there are a few new staff management practices that could be worth taking note. Here are six of them.

The effects of the pandemic meant cancelled events and virtual platforms. As advisors began planning for 2022, you might be asking, is networking still a worthy part of your marketing plan? Here are four questions to ask as you plan for 2022.

Where oh where did the workers go? The story we hear about worker shortage may show the confluence of several trends, all pointing to your clients having an easier time saving for retirement.

Employees across the board are struggling to concentrate on work, let alone their retirement plans. One method to adapt to this new environment is to learn from those who are already familiar with this landscape.

Over the last year and a half, employees’ relationships with their retirement contributions have seen some significant changes. Why is that, and how can sponsors encourage good habits to stick and help others get back on track?

Wondering if your current benefits lineup can hit a home run with your current (and future) employees? Before you add an employer-sponsored IRA to the lineup of your 401(k), FSA and HSA consider these four things.

Given all of the unpredictability, it might be tempting for advisors to follow some common myths about post-pandemic marketing. Here is a look at a few of the most common post-pandemic marketing myths we’ve seen and an eye on what’s fact versus fiction.

Book clubs popped up all over during the pandemic. Could a book club be an avenue to find new leads for your business? Here are a few thoughts about book clubs and marketing.

Quarter three of 2021 shows a trend that advisors should review with their internal compliance team including a recent win by the SEC in federal court and two administrative orders, one involving a $7.2 million disgorgement award.

Selecting new vendors may seem like a herculean task. Can you find an easier way to find a vendor that is not too soft, not too hard but just right, like Goldilocks’ bed? We think so.

Open Enrollment in remote settings got you scratching your head? Especially about the "extras" or "perks" of their benefit plans? We have thoughts.

Now that remote work is here to stay, here are a few topics sponsors may want to have with employees who spend their time out of (literal) office.

Advisors may be turning their thoughts towards maintaining their clients. While advisors and others in service industries focus on client maintenance, those in eCommerce focus on client retention. The difference between the two may provide some interesting insight into your client maintenance plans and point to where you might be able to improve.

Clients are, shall we say, tired of Zoom. How can you or other advisors on your team still produce effective client seminars? There’s no quick answer, but a few solid tips from professionals discussed below may help.

They say you can’t teach an old dog new tricks, but that might be because learning new tricks keeps your dog young. Here’s why you need to stretch your gray matter to stay on top of your client acquisition game.

Moving into FY 2022, retaining employees may be the biggest hurdle your organization faces. What’s driving the employee exodus, and how do businesses retain workers and attract new talent?

Like everything else in the 21st Century, the threats posed to employees’ retirement savings are increasingly digital. Here’s what you should know.

With a rising tide of concern over Wall Street’s growing disequilibrium to Main Street’s economic concerns, along with a Congress that is the human incarnation of a logjam, the Supreme Court’s recent opinions on consumer finance are worth a closer look.