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Group Retirement Plans & Benefits Consulting

Sponsoring a 401(k) or Pension Plan could not only become time consuming and complicated—you also assume legal responsibilities as the plan’s fiduciary. You sponsor a Retirement Plan to provide yourself and your employees an important benefit which will help you to retain talent and attract potential new hires. Managing a plan should not be overwhelming and confusing for anyone, when done correctly employees have the educational support needed to make the right decisions for their future and business owners are confident in the time and resources invested into the plan.

There is a certain level of expertise and specialization required by the company, payroll provider, recordkeeping firm, administrator, and advisor to successfully manage a retirement plan which you should consider when deciding how to build out your plan’s support team. We are open to discussing options that help you to better serve in your important fiduciary role.

Our team supports business owners and plan sponsors with some of their top concerns:

  • Employee outcomes: We’ll discuss plan features to help achieve positive outcomes.
  • Plan compliance: The regulatory landscape continues to change, and we’ll help keep you educated.
  • Fee and investment review: We continuously review and ensure investment options are working toward your goals.

Our key services for retirement plan success include:

  • Plan design consulting
  • Fee analysis and benchmarking
  • Fiduciary support and protection
  • Performance benchmarking
  • Investment policy statement
  • Vendor assessment
  • Participant Education support

Know what to expect with Beacon Wealth Partners

Working together isn’t a transaction — it’s a relationship. We act as an extension of your HR because providing you great service is key to the success of your plan.

Our team is available to consultant on additional employee benefits programs including:

  • Group Life Insurance
  • Group AD&D Insurance
  • Group Short & Long Term Disability
  • Group Medical Plans
  • Financial Wellness Programs

Our Approach

We create strategies that are tailored to your needs and goals.

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Our Team

Our professionals are prepared to speak with you about your goals.

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