Start Your Engines – Plan Features That Accelerate Retirement Savings
Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Diane Gallagher, Vice President of Retirement Marketing and…
Read moreLary Stucker
An Intro to NQDCPs
Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at…
Read more
Deferred Compensation Plans
Why should you offer a Deferred Compensation (DC) Plan? Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon…
Read more
Engaging Young Employees in a Plan
Engaging employees in their retirement plan is crucial to long-term financial success. Doug Igel, CIMA®, AIF®, Director of Beacon Pointe…
Read more
The Biggest Questions for 2021 American Economic Policy
Beacon Pointe Senior Wealth Advisor, Matthew Armistead, CFP®, CIMA® sits down for a dynamic conversation with Stanford Graduate School of…
Read more
Manager Series – St. James Investment Company
Our ‘Institutional Insights’ Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar…
Read more
Hot Topics for Retirement Plan Sponsors in 2019
Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Sherrie Boutwell, Partner at Boutwell Fay LLP discuss…
Read more
ESG Strategies for Retirement Plan Sponsors
Plan sponsors have a lot of priorities to balance. Given limited resources and time, where should environmental, social and governance…
Read more
Evaluating Target Date Funds
Selecting the appropriate target date fund is perhaps the most important investment decision a plan committee can make. Given the…
Read more