Retirement Plan Consulting Services
Beacon Pointe proactively partners with plan sponsors and organizations, seeking to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide exceptional service.
Industry Awards & Recognitions
Barron's 2022

Barron’s America’s Top 100 RIA Firms

FT 401 Advisers Logo - 2019

Financial Times 401 Top Retirement Advisors

Planadviser Plan of the year

PLANADVISER Top Retirement Plan Advisers

2020 Top Napa DC Advisor Teams

NAPA Top DC Advisor Teams

For industry awards disclosures, click here.

Types of Plans Served
As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor.
How We Can Help
MaximizeTax DeferralStrategies ImproveOperationalEfficiency ManageFiduciary Risk Identify andRecommendCost Efficiencies StreamlineInvestment Selectionand Monitoring Beacon Pointe can help to: IncreaseEmployeeSatisfaction
Advisory Services:
  • 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. And, 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.
Recent Posts
NAPA Recognizes Beacon Pointe Advisors
NAPA Recognizes Beacon Pointe Advisors

The National Association of Plan Advisors (“NAPA”), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Every year, NAPA curates a list of leading Retirement Plan Advisors…

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