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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
Optimize deductions and minimize costs
Integrate with National Investment Service Providers allowing you to offer a full 360 solution.
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?
Susan Conrad, Director Retirement Plan Advisors at Plancorp, LLC describes her experience working with a CEFEX-certified TPA.
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