As your company grows, your 401(k) plan grows with it and it can be tough to know if your plan is remaining competitive.
Compare your plan to industry leaders, focusing on the four critical areas that should be assessed annually.
Plan Costs
Plan Investments
Plan Administration
Participant Experience
If your employees are unaware of the benefits that are available through your current provider and advisor, they may be leaving some money on the table.
With the help of Beacon Financial's investment fiduciary advisors and Vanguard’s Retirement Plan Access platform, participants receive the guidance and service needed to help improve their retirement outcomes.
401(k) plans are powerful savings tools, and they can be a valuable employee benefit. But depending on the 401(k) provider you are using, your employees could be spending too much to participate in your plan.
Allow Beacon Financial Services to uncover potential savings opportunities for you and your employees by running a complimentary plan comparison.
As your retirement plan advocate, Beacon Financial advisors sit on the same side of the table and take on responsibilities as an investment co-fiduciary.
Together, we implement strategies that may help reduce risk:
Beacon Financial Services and LPL Financial are not affiliated with any other referenced entity.