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
Risk Retention Groups

Corporations and
Professional Practices

Professional Practices

Educational Institution

Educational
Institutions

Healthcare Organizations

Healthcare
Organizations

Arts and Cultural 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
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.
Industry Awards & Recognitions
NAPA logo

NAPA Top DC Advisor Teams

FT 401 Advisers Logo - 2019

Financial Times 401 Top Retirement Advisors

Barron's Top Financial Advisors

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

Recent Posts
Contact our Retirement Plan Services Team.

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

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