Beacon Benefits, Inc. partners with Financial Advisors, Accountants & Payroll Companies to complement the services they are already offering with the highest level of service administering retirement plans. Our partnership philosophy is to find like-minded service providers and combine to provide the highest level of service for each facet of our clients’ needs.
A close working, team approach, keeps the client on track to reach goals. Each team member provides our individual expertise to maximize our skills so the client can access the correct advice, whether tax, compliance, or investment advice, easily.
Establishing a partnership with us provides you a private, secure environment to access the following:

 

If you would like a customized proposal please complete the two forms below and securely send to info@beacon-benefits.com or fax to 978-468-2221

 

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.