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Beacon Benefits

Retirement plan compliance experts so you don't have to be
Annisquam Lighthouse - Gloucester, MA
HOW CAN WE HELP YOU?
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As your partner, we’ll manage the myriad of details and deadlines, from design to compliance to plan administration and maintenance.

As a business owner or principal, you may already have a retirement plan in place, or you may be considering one for the first time. Either way, click here to see how we can help.

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BBI helps Tax Attorneys, Accountants and CPA's find more tax deductions using customized, advanced plan design.

SERVICES
BENEFITS OF WORKING WITH A CEFEX-CERTIFIED TPA
CEFEX Defined
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CEFEX TPA Benefits to Advisor
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CEFEX TPA Certification
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Beacon has been a CEFEX Certified TPA since 2015
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TESTIMONIALS

We will continue to partner, as that’s what we like to do.  Find someone we can partner with, keep communications open, remain loyal, and prosper together.

JILMA / PLAN SPONSOR

You guys are a first class operation! Thank you for the great service and keeping me in the loop

BRAD / FINANCIAL ADVISOR

We continue to be very happy that our advisor recommended you to our firm, and very happy with the service we receive from the Beacon Benefit team.  Thanks! 

ED / PLAN SPONSOR

Wood End Lighthouse - Provincetown, MA 
TESTIMONIALS
OUR SERVICES
Plan design, implementation, and consulting
Defined contribution administration
Defined Benefit: Actuarial and Administrative Services
Annual Compliance testing and government reporting
Audit & Plan Corrections
CONTACT
Need more details? Contact us

We are here to assist. Contact us by email or by phone. Our new hours are Monday – Thursday 8:30 AM to 5:00 PM and Friday 8:30 AM to 4:30 PM.

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