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?

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

Remove Hidden Fees from your 401(k)

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 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

Does Your 401(k) Contain Hidden Fees?

Check the background of your financial professional on FINRA's BrokerCheck.

Centre for Fiduciary Excellence, LCC is not affiliated with Kestra Investment Services. Additional information regarding certification standards available at www.cefex.org. The NAPA Top DC Advisor Teams award winners are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS. Beacon Financial Services does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice.

For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures