Retirement Plan Services

Objective and transparent investment and service solutions for 401(k)s, 403(b)s, 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

Educational
Institutions

Healthcare
Organizations

Arts and Cultural
Organizations

Types of Plans

401(k)

403(b)

Non-Qualified Deferred Compensation Plans

As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor.
Beacon Pointe will be an active partner with your organization, seek to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and strive to provide exceptional service.
How We Can Help
Beacon Pointe can help to:ManageFiduciaryRiskIdentify and RecommendCost EfficienciesStreamlineInvestmentSelection andMonitoringIncreaseEmployeeSatisfactionImproveOperationalEfficiency
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

Financial Times 401 Top Retirement Advisors

NAPA Top DC Advisor Teams

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

Recent Posts
Contact Our Team

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