Just like our planning approach for individuals, effective corporate retirement planning does not happen by accident. It is a process that involves listening, strategic thinking and experience. Not to mention a team of professionals who are committed to developing and implementing a plan that helps meet your corporate goals and more importantly, it helps your employees meet their long-term financial goals.

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At Beacon Financial Partners, we have extensive experience helping a broad range of companies develop and implement qualified and non-qualified retirement plans that are  appropriate based on a variety of factors. The combination of our corporate planning and individual planning services was created to offer a  suite of services designed to deliver value to both plan sponsor and participant.

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Our number one goal is to deliver institutional quality services that are completely independent of providers and offer full disclosure and transparency of all fees.

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The range of services offered by the Retirement Plan Services Department include:

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• Investment Due Diligence

• Vendor Selection

• Financial Education & Planning

• Plan Benchmarking

• Plan Design Consulting

• Fidicuary Compliance