(631) 755-1100


Financial Planning

Wealth Management


Retirement Planning

Group Employee Benefits

EmployeR Sponsored Plans

At Beacon ICG, our fiduciary focus means that we’re standing alongside you as aN INVESTMENT co-fiduciary.

As a plan sponsor, you have an obligation to make decisions based on the plan and based on what is in the best interest of plan participants – your valued employees. At Beacon ICG, our fiduciary focus means that we’re standing alongside you as an investment co-fiduciary.

We’re passionate about educating clients about their responsibilities as plan sponsors and take the time to help you understand your fiduciary responsibilities. From navigating plan-related fees, to understanding investment oversight, to keeping plans current & compliant and ensuring you have proper documentation to support decisions you make as there is a great deal to consider in this process.

Beacon ICG advisors are well-versed in the variety of issues at hand and are here to guide employers like you on what needs to be done to maintain compliance. As an employer, you ultimately decide who you hire to help you as you take on your plan sponsor role, and so it’s vital to consider how to make that decision in a way that truly benefits you and your employees.

At Beacon ICG, we have experience helping to guide fiduciary action and have helped many plan sponsors comply with The Employee Retirement Income Security Act. Thus, we are intimately familiar with the challenges you face and the steps that must be taken so you are operating within the law and in the best interests of your employees.


(631) 755-1100

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1895 Walt Whitman Rd # 4,
Melville, NY 11747

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