Broker Check

401(k) Retirement/Plan Services

Today, many Americans may not reach financial independence in their retirement years.

Beacon is the driving force that helps you maximize the benefits of a retirement plan for you and your entire organization. By focusing on retirement plans, we have the resources, systems and processes that other organizations simply can't offer.

  1. Benchmarking your plan to industry standards by using 3rd party review systems:
    • Investment management fees
    • Investment returns and volatility
    • Management style and stock overlap
    • Company processes to reduce fiduciary exposure
    • Staying compliant with all the latest ERISA / DOL requirements
  2. Beacon provides processes to reduce fiduciary liability by implementing the following:
    • Proactive quarterly investment reviews
    • Fiduciary File
    • Investment Policy Statement
  3. Provide plan design analysis for benefit maximization for all employees