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

Barron’s America’s Top 1,200 Financial Advisors

FT 401 Advisers Logo - 2019

Financial Times 401 Top Retirement Advisors

NAPA logo

NAPA Top DC Advisor Teams

Types of Plans Served

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
MaximizeTax DeferralStrategies ImproveOperationalEfficiency ManageFiduciary Risk Identify andRecommendCost Efficiencies StreamlineInvestment Selectionand Monitoring Beacon Pointe can help to: IncreaseEmployeeSatisfaction
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. 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
Contact our Retirement Plan Services consulting team.

We are here to be of service to plan sponsors looking for a trusted partner.

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