Corporate Retirement Plan Services

Beacon's Corporate Retirement

Plan Services

Beacon focuses on providing you with the information you need to improve your plan to meet the "New Fiduciary Standard.” We do not believe in "off the shelf" solutions. Beacon Advisors provide consultative services as opposed to the proprietary products offered by Insurance Companies and banks. If the plan needs to be replaced, Beacon reviews our business clients’ current situation and determines the best design, service providers & investment options offering an unparalleled retirement plan solution.

With Beacon, your retirement plan management just got easier.

Retirement Plan Services Provided

Investment Advisory Services
- Low cost / high quality fund lineup
- Investment Policy Statement / Monitor
- Professionally managed portfolios at no additional cost

Employee Education and Advice
- DOL Qualified Advisors for giving advise
- One on one meetings emphasizing participation
- Educate and indentify retirement goals / gap analysis

Independent Fiduciary Services
- Beacon / IMT Advisory Services acts as ERISA 3(38) investment manager
- ERISA Protection for the Employer
- Support with Compliance of the “ 401k fee disclosure law”
- Document management
- Vendor review

Beacon's Corporate Financial Planning

Family and privately-owned businesses have unique needs when it comes to protecting and insuring that their business will stand the test of time.

At Beacon, we understand the need to not only protect your business from physical loss but also from human loss. The loss of YOU, a partner, or key employee from death, disability or exit could have significant implications to the future of your business.

We can help you navigate these complex issues and through our comprehensive, custom-tailored process - implement a protection and succession plan that accomplishes your goal. With the sweeping reform and constant changing landscape of regulation and tax laws, LET BEACON GUIDE YOUR WAY.

Corporate Planning Services Provided

- Business perpetuation
- Supplemental Owner and Executive Retirement Programs
- Supplemental Owner and Executive Disability Programs
- Buy Sell Agreements
- Deferred comp
- 401(k) look likes