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Retirement Plan Resource Center

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What We Offer

401(k)

Beacon Wealth Management delivers a full suite of retirement solutions for 401(k) retirement plans that simply and effectively help meet employee retirement needs with flexible and cost-effective solutions.

403(b)

Beacon Wealth Management offers the investment choices and transparency for all 403(b) plans—commonly found in 401(k)s—through a conflict-free platform that delivers flexibility and fee transparency at a competitive cost structure.

457

Beacon Wealth Management provides a full suite of flexible retirement solutions for all 457 plan types with a deep understanding of the different employee groups for non-profit and governmental plans.

IRA

Beacon Wealth Management delivers end-to-end retirement solutions for all IRA plan types that are designed specifically for the needs of each plan, are cost-effective, and drive toward positive financial outcomes for the plan and each participant.

Who We Serve

Plan Sponsors

Deliver integrated retirement savings options and provide a cost-effective solution to enhance your organization’s benefits plan to attract and retain high-quality talent.

Participants

Get value from a retirement plan solution that drives positive outcomes at the participant level through technology-enabled plan processing and recordkeeping.

© Beacon Wealth Management

Tools & Docs

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Retirement Plan Tools

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Contact


If you are interested in the Retirement Solutions offered by Beacon Wealth Management or investment advice, please call (866)-623-3900.

If you are an existing plan sponsor or participant and have questions about your account, please contact Beacon Wealth Management’s recordkeeping service provider, Aspire Financial Services at (866) 634-5873.

607 E. Pike Street,
Clarksburg, WV 26301

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