It's never been easier to compare your 401(k) plan.

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

Improve Employee Outcomes

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.

  • Customized Plan Design
  • Individual and Group Employee Education
  • Unprecented Access to Investment Options

Reduce Plan Costs

 

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.

Reduce Fiduciary Risk

 

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:

  • Perform Quarterly Find Performance Reports
  • Provide Online Access to Plan Documents
  • Help Identify and Eliminate Excessive Fees
  • Assist with Plan Design and Vendor Analysis

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS. Beacon Financial Services does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice.

For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures