HOW CAN WE HELP YOU?
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.
BBI helps Tax Attorneys, Accountants and CPA's find more tax deductions using customized, advanced plan design.
BENEFITS OF WORKING WITH A CEFEX-CERTIFIED TPA
Beacon has been a CEFEX Certified TPA since 2015
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