Does Your 401(k) Plan Contain Hidden Fees? Find Out!

Do you know how much your 401(k) Plan really costs?

Hidden fees can significantly impact the ultimate retirement savings of your plan’s participants and, as such, can be a major source of fiduciary liability for the plan sponsor.

A third-party fee analysis performed by a fiduciary investment manager could help!

During this analysis, we will uncover:

• Does your 401(k) Plan contain Hidden Fees?

• Where are the fees hidden and to whom are they being paid?

• How much does your 401(k) plan really cost?

• How are your plan investments performing compared to their peers?

• How to free your 401(k) plan of hidden fees?

Fill out the form to find out if your 401(k) plan contains hidden fees.

FIND OUT TODAY >>>

Do you know how much your 401(k) Plan really costs?

Fill out the form to find out if your 401(k) plan contains hidden fees.

Hidden fees can significantly impact the ultimate retirement savings of your plan’s participants and, as such, can be a major source of fiduciary liability for the plan sponsor.

A third-party fee analysis performed by a fiduciary investment manager could help!

During this analysis, we will uncover:

• Does your 401(k) Plan contain Hidden Fees?

• Where are the fees hidden and to whom are they being paid?

• How much does your 401(k) plan really cost?

• How are your plan investments performing compared to their peers?

• How to free your 401(k) plan of hidden fees?

Why should you trust Beacon Financial Services?

We are committed to providing our clients with the highest quality fiduciary support services in the industry.

 

Our CEFEX Certified advisors aim to meet company goals and empowering employees to confidently save. We strive to surpass all of our client’s expectations.

 

Our passion for fiduciary excellence and dedication to doing what is best for our clients prompted us to obtain advanced credentials. These are not required but are important for developing trusted processes and instilling confidence.

Accredited Investment Fiduciaries and CEFEX Certified Investment Managers

About Us

Beacon Financial Services is a corporate retirement plan and personal wealth advisory firm based out of Wayne, PA.

Beacon has over a quarter-century of experience helping employers and their employees make the most of their retirement plan offering.

Our CEFEX-certified Retirement Plan Investment Fiduciary Advisors serve over 70 retirement plans in the region and have over $300 Million in total assets under advisement¹.

 

 

¹As of 11/2023

Our History

•  Established in 1996

•  Our advisors have 25+ years working as Retirement Plan Investment Fiduciaries

•  We help manage over 70 Retirement Plans across the country

•  Over $300M in retirement plan assets under advisement

•  More than $200M in personal wealth assets under management

 

 

 

Does Your 401(k) Plan Contain Hidden Fees?

The advisors at Beacon Financial Services have attained Investment Advisor Representative Certification from the Centre for Fiduciary Excellence (CEFEX) for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.