Retirement Plan Consulting Services
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.
Barron's Top 100 RIA Firm 2024

Barron’s America’s Top 100 RIA Firms

Financial Times 401 Top Financial Advisors 2019

Financial Times 401 Top Retirement Advisors

PlanAdviser Top Retirement Plan Adviser 2022

PLANADVISER Top Retirement Plan Advisers

2020 Top Napa DC Advisor Teams

NAPA Top DC Advisor Teams

For industry awards disclosures, click here.

How We Can Help
MaximizeTax DeferralStrategies ImproveOperationalEfficiency ManageFiduciary Risk Identify andRecommendCost Efficiencies StreamlineInvestment Selectionand Monitoring Beacon Pointe can help to: IncreaseEmployeeSatisfaction
Types of Plans Served
As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor.
Advisory Services:
  • 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.

Let’s see how we can help elevate your Retirement Plan and Plan Participant experiences. Connect with us today.
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