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.
Industry Awards & Recognitions
Barron’s America’s Top 1,200 Financial Advisors
Financial Times 401 Top Retirement Advisors
NAPA Top DC Advisor Teams
NAPA Top DC Advisor Teams
Types of Plans Served
As an ERISA fiduciary, Beacon Pointe can act as a 3(21) or 3(38) investment advisor.
How We Can Help
Advisory Services
- Formal Fiduciary Training for Plan Sponsors
- Investment Policy Statement Development
- 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. 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.
Recent Posts
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
