PLAN DESIGN

Our experienced team of professionals from diverse business disciplines including law, accounting, actuarial science and employee benefits have the ability to design the retirement plan that fits your needs

We can design any type of plan, whether it be a 401(k) plan or a defined benefit plan, as well as include any type of plan provision allowed by law. Many so-called Third Party Administrative (TPA) firms do not have the expertise or flexibility to service or design a plan tailored to your needs or the needs of your client.  Most TPA firms today ONLY service 401(k) type plans and ONLY service 401(k) type plans that “fit” into their prototype “fill in the box” documents.

As a fully independent TPA firm with our capabilities that include over a combined 200 years of key staff experience, BEON Retirement has always been about designing and administering a customized plan that fits your needs.

We provide customized plan design.

While this might seem like an obvious statement, the fact is that many so-called Third Party Administrative (TPA) firms do not have the flexibility to service or design a plan tailored to your needs or the needs of your client. Specifically, you will find that many TPA firms today ONLY service 401(k) type plans and ONLY service 401(k) type plans that “fit” into their prototype “fill in the box” documents. As an INDEPENDENT TPA firm that has always been based upon a fee for services model, BEON Retirement has always been about designing the plan and administering the plan that fits your needs.

350 Sentry Parkway Bldg 620, Suite 220

Blue Bell, PA 19422

Copyright © 2020 BEON Retirement

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