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BCG 401(k) Advisors Employee Directory

Financial ServicesArizona, United States0-1 Employees

BCG 401(k) Advisors, an Alera Group company, operates as a retirement plan consulting firm within the financial services sector. Based in Scottsdale, Arizona, it supports employers and their employees with plan design, educational materials, and investment advisory services.

Education on employee financial wellness is a core offering, complemented by analysis of plan structures and recommendations to improve efficiency while controlling costs for employers and staff. Additional services cover auto-enrollment, vesting and contribution strategies, and ongoing plan performance and investment reviews. Fiduciary guidance is provided to help clients navigate their duties, with advisory services delivered through Alera Investment Advisors, LLC.

Find BCG 401(k) Advisors employees' phone numbers or email addresses

BCG 401(k) Advisors Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

BCG 401(k) Advisors's Leadership

  • Stylized image of a person
    J. L. S.
    Managing Director
  • Stylized image of a person
    D. N.
    Client Services Manager
  • Stylized image of a person
    B. M.
    Investment Advisor Representative
  • Stylized image of a person
    D. S.
    Administrative Coordinator
  • Stylized image of a person
    J. A.
    Cpfa
  • Stylized image of a person
    W. M.
    Client Services Specialist

BCG 401(k) Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Entertainment
  • Film & Video
  • Accounting
  • Administrative
  • Other
  • Banking
  • Consultant
  • Analytics

Contact profiles from BCG 401(k) Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. L. S.
    Managing Director
    United StatesArizona
    Oct 30, 2024
  • Stylized image of a person
    D. N.
    Client Services Manager
    United StatesArizona
    Sep 08, 2025
  • Stylized image of a person
    B. M.
    Investment Advisor Representative
    United StatesArizona
    Oct 16, 2024
  • Stylized image of a person
    D. S.
    Administrative Coordinator
    United StatesArizona
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Cpfa
    United StatesArizona
    Oct 22, 2024
  • Stylized image of a person
    W. M.
    Client Services Specialist
    United StatesArizona
    Oct 17, 2024

Frequently Asked Questions

What is BCG 401(k) Advisors known for?

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BCG 401(k) Advisors was founded in 1980 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore BCG 401(k) Advisors's company overview page for more information.

What is BCG 401(k) Advisors's most common email format?

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BCG 401(k) Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BCG 401(k) Advisors email formats with LeadIQ.

How many employees does BCG 401(k) Advisors have currently?

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BCG 401(k) Advisors has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BCG 401(k) Advisors's key employees and leadership?

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As of July 2026, BCG 401(k) Advisors's key employees include:

  • Managing Director: J. L. S.
  • Client Services Manager: D. N.
  • Investment Advisor Representative: B. M.
  • Administrative Coordinator: D. S.
  • Cpfa: J. A.

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