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.
Industury Recoginition
Award-Winning Excellence
Barron’s
Top 100 RIA Firms
2025
NAPA
Top DC Advisor Multi-Office
2026
PLANADVISER
Top Retirement Plan Advisers
2022
Financial Times
Top Retirement Plan Adviser
2019
Types of Plans Served
As an ERISA fiduciary, Beacon Pointe Advisors can act as a 3(21) or 3(38) investment advisor.
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.
Optimizing outcomes
Beacon Pointe Can Help To:
✓
Maximize
Maximize
Tax Deferral
Strategies
✓
Manage
Manage
Fiduciary Risk
✓
Identify and
Identify and
Recommend
Cost Efficiencies
✓
Streamline
Streamline
Investment Selection
and Monitoring
✓
Increase
Increase
Employee
Satisfaction
✓
Improve
Improve
Operational
Efficiency
Meet Our Retirement Plan Consulting Group
Andrew Howard
Retirement Plan Services Platform Specialist
Bjorn Nesvold, CEPA®, CLTC™, RICP®
Partner, Senior Wealth Advisor
Brad Mann, JD, QPFC
Senior Wealth Advisor, Retirement Plan Services
Brandt Kuhn, CFP®
Partner, Managing Director
Felix Lin, CFA®
Senior Advisor, Institutional Consulting
Gregg Cowan, AIF®, CPFA®, PPC®
Retirement Plan Business Consultant
Ian Blanchard, AIF®, CPFA
Senior Wealth Advisor
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Mike Breller
Managing Director, Institutional Consulting
Mitchell Hughes
Senior Consultant, Institutional Consulting
Garth Flint
Partner, Co-Founder