Solutions for Plan Sponsors
Services for Retirement Plans that go beyond the basics.
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.
Industury Recoginition
Award-Winning Excellence
Barron’s
Top 100 RIA Firms
2026
2026
NAPA
Top DC Advisor Multi-Office
2026
2026
PLANADVISER
Top Retirement Plan Advisers
2022
2022
Financial Times
Top Retirement Plan Adviser
2019
2019
As an ERISA fiduciary, Beacon Pointe Advisors can act as a 3(21) or 3(38) investment advisor.
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.
Optimizing outcomes
Beacon Pointe Can Help To:
✓
Maximize
Maximize
Tax Deferral
Strategies
✓
Manage
Manage
Fiduciary Risk
✓
Identify and
Identify and
Recommend
Cost Efficiencies
✓
Streamline
Streamline
Investment Selection
and Monitoring
✓
Increase
Increase
Employee
Satisfaction
✓
Improve
Improve
Operational
Efficiency
Meet Our Retirement Plan Consulting Group
Bjorn Nesvold, CEPA®, CLTC™, RICP®
Partner, Senior Wealth Advisor
Brad Mann, JD, QPFC
Senior Wealth Advisor, Retirement Plan Services
Brandt Kuhn, CFP®
Partner, Managing Director
Felix Lin, CFA®
Senior Advisor, Institutional Consulting
Gregg Cowan, AIF®, CPFA®, PPC®
Director of Retirement Plan Services
Ian Blanchard, AIF®, CPFA
Senior Wealth Advisor
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Laurinda Miller, CPFA®
Client Relationship Manager, Retirement Plan Services
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Mike Breller
Managing Director, Institutional Consulting
Mitchell Hughes
Senior Consultant, Institutional Consulting
Garth Flint
Partner, Co-Founder
Schedule a Complimentary Consultation
Insights and Updates
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Read more →Frequently Asked Questions
What does a retirement plan advisor do?
A retirement plan advisor helps employers establish, manage, and oversee workplace retirement plans. Services may include investment oversight, fiduciary guidance, plan governance, provider evaluations, participant education, and ongoing consulting to help support retirement plan goals.
What is the difference between a 3(21) and 3(38) fiduciary?
A 3(21) fiduciary offers investment advice, but the plan sponsor makes the final decisions. A 3(38) fiduciary has discretionary authority to manage the plan’s investment lineup, assuming greater responsibility for investment selection and monitoring.
What are a plan sponsor's fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA)?
Plan sponsors are responsible for acting in the best interests of plan participants and overseeing the retirement plan in accordance with ERISA. Responsibilities may include monitoring investments, reviewing fees and service providers, maintaining plan governance, and documenting fiduciary decisions.
What types of retirement plans does Beacon Pointe support?
Beacon Pointe provides consulting services for a variety of employer-sponsored retirement plans, including 401(k), 403(b), defined benefit, profit sharing, non-qualified deferred compensation, 457, SIMPLE IRA, and SEP IRA plans.
Can Beacon Pointe help if we already have a retirement plan?
Yes. Beacon Pointe works with existing retirement plans by providing investment oversight, provider evaluations, fee benchmarking, plan governance support, participant education, and consulting for plan enhancements or provider changes.
What makes Beacon Pointe different from other retirement plan advisors?
Beacon Pointe is an independent ERISA fiduciary that provides personalized retirement plan consulting solutions to businesses and business owners. Clients work with a dedicated advisory team that offers fiduciary guidance, investment expertise, participant education, and ongoing support tailored to each plan’s needs.