.png){kind=icon}
What Is The Gratitude Plan?
Think of it as a better 401K, developed by BCM Wealth Management. The Gratitude Plan is rooted in the knowledge that every organization’s greatest asset is its team, and we work with you to design a versatile retirement plan that is guided by professionals.
​
The Gratitude Plan is the ultimate show of appreciation from an employer to their employee. A plan that provides the gift of a robust and fulfilling retirement for employees while employers enjoy assuaged fiduciary fears and minimized risks.
​How We Deliver a Better Retirement Plan
-
BCM is a co-fiduciary on your plan
-
Reduced audit fees
-
Reduced administrative duties
-
Life event financial planning
-
Access to the BCM Launch program
-
Student loan matching program
-
Ongoing ERISA education
The Gratitude Plan is a pooled-employer plan, or PEP, that unites multiple employers for a shared mission: To deliver a retirement plan founded in thanks and focused on their employee’s future. Together, they achieve an economy of scale that reduces costs for each participating organization and unlocks more benefits for their teams. In addition, because BCM serves as the co-fiduciary, employers cede plan sponsorship and reduce their own fiduciary liability.
​
In short, The Gratitude Plan enables companies to offer the very best investment options to their workforce—while also saving time, money, and the stress of navigating the challenging retirement landscape.
The appreciation your employees deserve.
The future they have earned.
"I am so thankful for the BCM Launch Program! They have really helped me feel more confident with my finances and I can track my progress towards my goals. They are a great resource and you can tell they love what they do."
​
- Rachel Evangelista
"Mr. Biddle and BCM Wealth Management helped our small non-profit organization achieve its financial goals. He helped us craft the necessary policies and oversite. I would highly recommend him and this company."
​
- Chad Munz
"As this was my first experience with setting up a 401k plan, I really appreciated the time they took to explain the different options to me and their openness to questions and meeting again."
​
- Hannah Small
The Gratitude Plan Pooled Employer Brochure
Download our proprietary retirement plan management process
