3(16), 3(21), or 3(38) Fiduciary – What’s the Difference? When it comes to your company retirement plan, there are several different fiduciaries with which your company can partner. But knowing the differences can be confusing at best and at worse can mean thinking you have reduced your liability when you really haven’t. Each one is…
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4 Reasons Your Business Needs a Retirement Plan For most Americans, their company 401(k) is their primary means of saving for retirement. Despite this fact, less than half of all small businesses offer a retirement plan as an employee benefit[i]. There are two sides to this problem – first, employers do not understand all the…
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Bi-Partisan Congressional Support for Retirement You may not have noticed but Congress is extremely interested in retirement right now. (No, not their own retirement!) While most headlines are about congressional debates on abortion and other hot issues, there are several bills, some with bi-partisan support, being discussed by the House and Senate. If passed, they…
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8 Things to Consider Before Joining a BRI Advisory Firm There has never been a better time to be a Christian advisor focusing on faith-based, or biblically responsible investing (BRI). When Beacon Wealth Consultants began implementing BRI in 1997, the number of firms specializing in it could be counted on one hand and there was…
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3 Reasons to Outsource Portfolio Management Portfolio management is one of our featured services at Beacon Wealth Consultants and we are so pleased to be able to offer these services to Christian financial advisors. There are several good reasons why advisors should consider outsourcing portfolio management to Beacon Wealth Consultants. Depth of Expertise…
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As a Christian business owner, you are already incorporating biblical principles into many aspects of your business, but what about your company retirement plan? Is it possible to honor God through your 401(k) plan, and if it is, what would that look like? Fiduciary responsibility Many business owners don’t understand the personal liability they…
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Roanoke, VA, 4/19/2022 — Beacon Wealth Consultants, a wealth management company committed to faith-based investing for over 20 years, is pleased to announce its sponsorship of the Christian Medical & Dental Associations® (CMDA) National Convention in Indianapolis. The National Convention brings together Christian healthcare professionals from across the country for several days of learning, fellowship,…
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If you’ve noticed your employees seem a little frazzled, you’re not alone. The normal pressures of life and work combined with the emotional toll of the pandemic, national, and world events and financial problems are leaving many workers feeling stressed and burned out. A recent survey found that 72% of survey participants said stress was…
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There is no doubt that the past two years have taken an emotional toll on us all – collectively and individually. As an employer, you have navigated these unprecedented times and probably know how the pandemic has impacted the lives of your employees. Stress in the area of finances is nothing new but added to…
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Roanoke, VA – February 3, 2022 LightPoint™ Portfolio Solutions (“LightPoint”), an asset manager committed to biblically responsible investing for over 20 years, is pleased to announce that two of the firm’s faith-based portfolios received an Overall Morningstar Rating™ of 4 stars. The LightPoint Aggressive Mutual Fund/ETF Portfolio received an Overall Morningstar Rating™ of 4 stars…
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