National Association of Plan Advisors (NAPA)
Beacon Pointe’s Retirement Plan Services Group has been named to the 2021 edition of the National Association of Plan Advisors (NAPA) list of the nation’s leading defined contribution (DC) advisor teams. The list recognizes top firms with at least $100 million in assets under advisement, acknowledging those who specialize in serving DC retirement plans.
The Beacon Pointe Retirement Plan Services Group specializes in serving plan sponsors of 401(k)s, 403(b)s, and other non-qualified deferred compensation plans. Each client has a dedicated advisory team that, in a fiduciary capacity, seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the Plan. Beacon Pointe is honored to be recognized by NAPA for the contributions that the firm’s Retirement Plan Services Group has made in serving plan sponsors nationwide.
To view the full list of 2021 Top DC Advisor Teams, visit their website here.
For their 9th annual ranking, PLANADVISER has named Beacon Pointe’s Retirement Plan Services Group as a Top Retirement Plan Adviser for 2022. These accolades were determined by noteworthy assets and plans under management, along with being a single individual adviser.
To view the full list of Top Retirement Plan Advisers, visit the PLANADVISER website here.
To view additional Beacon Pointe awards and recognitions, please click here.
About Beacon Pointe
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and a strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects and average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.