Retirement Plan Services
Objective and transparent investment and service solutions for 401(k)s, 403(b)s, Profit Sharing, Defined Benefit Plans and Non-Qualified Deferred Compensation Plans.
Every client is surrounded by a dedicated advisory team that employs its industry expertise along with premier technological tools to enhance the overall service experience.
Clients Served
Corporations and
Professional Practices
Professional Practices
Educational
Institutions
Healthcare
Organizations
Arts and Cultural
Organizations
Types of Plans
401(k)
403(b)
Non-Qualified Deferred Compensation Plans
Profit Sharing Plans
Defined Benefit Plans
As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor.
How We Can Help
Advisory Services
- Formal Fiduciary Training for Plan Sponsors
- Development Investment Policy Statement
- Provide Investment Expertise
- Facilitate Provider Requests for Proposal
- Assist with Service Provider Selections
- Oversight of Conversions
- Facilitate Performance Reviews
- Provide Participant Education
Beacon Pointe
can also assist with:
- Plan Design Consulting
- Establishment of a Plan Committee
- Establishment of Plan Policies and Procedures
- Preparation of Meeting Agendas and Minutes
- Delivery of Participant Services
- Merger and Acquisition Plan Oversight
Beacon Pointe seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the plan’s unique needs.
Industry Awards & Recognitions
NAPA Top DC Advisor Teams
Financial Times 401 Top Retirement Advisors
Barron’s America’s Top 1,200 Financial Advisors
Recent Posts
Newport Beach, CA, October 22, 2020 — Beacon Pointe’s Retirement Plan Services Group has been named to the 2020 edition…
Perspective is a muscle that we have proactively chosen to exercise to the fullest degree in the year of 2020….
The Friday after Labor Day is National 401(k) Day which means now is the perfect time to revisit your retirement…
Contact our Retirement Plan Services Team.
We are here to be of service to plan sponsors looking for a trusted partner.