Beacon Benefits
Retirement plan compliance experts so you don't have to be
Annisquam Lighthouse - Gloucester, MA
news!
We are thrilled to announce that Beacon Benefits is now part of DWC – the 401k Experts, a subsidiary of Fiduciary Services Group.
Learn more – link to press releaseHow Can We Help You?
Financial Advisors
As your partner, we'll manage the myriad of details and deadlines, from design to compliance to plan administration and maintenance.
Employers
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.
Business Advisors
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
Testimonials
“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.”
“You guys are a first class operation! Thank you for the great service and keeping me in the loop.”
“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!”
Wood End Lighthouse - Provincetown, MA
Our Services
Plan design, implementation, and consulting
Defined contribution administration
Defined Benefit: Actuarial and Administrative Services
Annual Compliance testing and government reporting
Audit & Plan Corrections
Need more details? Contact us
We are here to assist. Contact us by email or by phone. Our new hours are Monday – Thursday 8:30 AM to 5:00 PM and Friday 8:30 AM to 4:30 PM.
