Beacon Financial Group, Inc., is committed to the success of our clients' retirement plans. With experience in 401(k), 403(b), and smaller SEP and SIMPLE plans, we can help you select the plan and platform that is right for your Company.

As your consultant, we:

• Educate your employees with respect to their plans' features and benefits
• Support and educate sponsors with respect to their fiduciary interests including but not limited to working with sponsors to create or edit Investment Policy Statements
• Conduct periodic review meetings with sponsors to monitor investment option performance, and adherence to goals set in the Investment Policy Statement
• Conduct periodic reviews of platform providers to ensure best cost, best features, and best policies are under consideration