How We Work Together

$2.3 Trillion Opportunity
Boost revenue and expand your business while helping to solve your clients’ DB plan needs.

Today’s defined benefit (DB) pension plans can offer additional opportunities for financial and insurance professionals. In fact, assets in DB plans top $2.3 trillion. (Retirement Research Inc., March 2012). Yet today, many professionals ignore this lucrative business.

BCG Pension Risk Consultants will help you tap into this underserved market and grow our business. We’ve helped create over $3.6 million in new revenue for financial and insurance professionals who’ve partnered with us.

 

Partnering with BCG Pension Risk Consultants will help:

  • Solve plan sponsors’ DB plan issues
  • Strengthen your client relationships
  • Increase your revenue

 

At BCG Pension Risk Consultants, we understand that your clients and prospects are just that—yours.

We are an extension of your team, providing you expertise and resources to solve your clients’ DB plan issues.

 

DB risk management is critical
Today, plan sponsors can’t rely on solely equity markets and/or interest rates to manage their pension risk. This approach is not a prudent strategy and can lead to costly consequences.

 

We’ll work with you and the plan sponsor to create and implement a manageable, step-by-step process for managing pension risk. Since our inception over 30 years ago, we’ve reduced plan sponsors’ pension risk and balance sheet impact by over $2 billion.

 

Working together in the best interests of plan sponsors
Your client or prospect shouldn’t have any surprises when it comes to their DB plan and its impact on their financials. We’ll draw the connection between assets and liabilities and the impact to an organization’s financial statements. Every recommendation we help you make to your client or prospect is based on funding levels, accounting impact and costs.

 

Contact us
We’ve helped financial and insurance professionals, their clients and their prospects succeed since 1983. With offices located across the country, we’re accessible to you. For more information, please
contact us.

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