Struggling with Low Retirement Plan Participation?

As retirement plan specialist, we know exactly how to help plan sponsors and their employees get the most out of their workplace retirement plan.

See for yourself how our dynamic approach to employee education can help increase your plan's participation and help bolster employee retirement savings.

 

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).
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.

Request a demo and start making a difference today.

The Employee 360° Difference

Financial wellness for employees. Simplicity for employers.

Trusted by enterprise-level retirement plan sponsors, our advisors target key challenges like low participation rates, complicated enrollment processes, and sparse employee education and engagement.

Motivate employees to take action and improve plan participation with our Employee 360° Experience.

Unengaged Advisors Lead to Unengaged Employees.

That’s why we developed the Employee 360° Experience, an action-oriented, advisor-led employee education program that addresses the problem of low participation rates and ongoing financial stress.

Enterprise-level retirement plan sponsors trust our process because we meet employees where they are with digestible, relatable and actionable insights meant to encourage, not overwhelm.

We focus on what’s important:

Financial Education

Proactive Outreach

Increased Engagement

How Does It Work?

As retirement plan specialists, we know it’s essential for employees to prepare for retirement and start saving early.

And getting results starts with implementing a simple and repeatable process.

The Employee 360° Experience consists of 3 simple steps:

  • Enroll eligible employees into the plan, provide personalized investment selection guidance, and answer frequently asked questions.

  • Educate employees about how to save for retirement and the benefits of participating in your company’s plan.

  • Provide consistent support, guidance, and resources so that employees continue to participate and work toward their financial goals.

The Employee 360° Experience offers:

  • Simplified Enrollment

    Employees easily participate in the plan with a streamlined enrollment process and automatic reminders through Venrollment

  • Financial Education

    On-demand workshops and e-guides, and monthly educational videos designed to encourage action and reduce stress

  • Personalized Support

    Proactive outreach and one-on-one consultations with a dedicated advisor trained to keep employees on track with their savings

What’s Included?

Monthly Financial Wellness Videos

On-Demand Educational Guides, Infographics, & Calculators

Dedicated Retirement Education Specialists

Group & Individual Retirement Consultations

Customized Online Enrollment Support

Quarterly Newsletters With Retirement Insights

Ready to increase participation rates and
help your employees save for retirement?

Fill out the form below to see the Employee 360° Experience in action!

1200 Liberty Ridge Dr. | Suite 110 | Wayne, PA | 19087
610.265.4012
info@mybeacongroup.com
beaconfinancialservices.com

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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

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.