BUSINESS ADVISORS

Our Combined Mission:

Help Sponsors set up the right plan from day 1 will help YOU avoid having to answer unnecessary questions, solve avoidable problems, switch tasks and your attention from YOUR service.

THE BEACON TEAM IS FOCUSED ON THESE RESULTS

Accountant

Optimize deductions and minimize costs

Payroll Partners

Integrate with National Investment Service Providers allowing you to offer a full 360 solution.

HR

Handle employee issues quickly and efficiently so you can keep the business owner compliant.

How does an advisor benefit from partnering with a CEFEX-certified TPA?

Need more details? Contact us

We are here to assist. Contact us by email or by phone 8:30 AM to 5:00 PM.

Susan Conrad, Director Retirement Plan Advisors at Plancorp, LLC describes her experience working with a CEFEX-certified TPA.

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