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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.
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Industury Recoginition

Award-Winning Excellence

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Barron’s

Top 100 RIA Firms
2025
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NAPA

Top DC Advisor Multi-Office
2026
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PLANADVISER

Top Retirement Plan Advisers
2022
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Financial Times

Top Retirement Plan Adviser
2019
Award Disclosures

Types of Plans Served

As an ERISA fiduciary, Beacon Pointe Advisors can act as a 3(21) or 3(38) investment advisor.

Advisory Services:

  • Formal Fiduciary Training for Plan Sponsors
  • 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.
Speak to a Consultant
Retirement Plan Sponsor

Optimizing outcomes

Beacon Pointe Can Help To:

✓

Maximize
Tax Deferral
Strategies

✓

Manage
Fiduciary Risk

✓

Identify and
Recommend
Cost Efficiencies

✓

Streamline
Investment Selection
and Monitoring

✓

Increase
Employee
Satisfaction

✓

Improve
Operational
Efficiency

Meet Our Retirement Plan Consulting Group

Schedule a Complimentary Consultation


Insights and Updates