401(k) advice for your business.

Fact:  Hiring the right advisor for your company’s 401(k) or non-profit’s 403(b) retirement plan is one of the most critical decisions you will ever make as a plan sponsor. That’s where Beach Financial Group come in.

Contrary to popular belief, the main purpose for hiring a retirement plan advisor is not to pick funds or chase the highest rate of returns. It is the knowledge of process by which investments are prudently selected and fiduciary standards are put into practice that makes a good 401(k) or 403(b) retirement plan advisor indispensable.

You will be choosing your closest and most trusted ally to protect the best interests of your plan’s participants, and therefore, to manage your monumental fiduciary liability as a plan sponsor.

If you do not currently have a 401(k) in place for your business, or would like your current plan assessed – let’s sit down and talk.