BEON Retirement
BEON Retirement is an independent, fee-for-service third-party administrator that designs and administers employer-sponsored retirement plans (401(k), 403(b), 457, Defined Benefit, ESOP, and others) for plan sponsors, financial advisors, and plan participants nationwide.
- Company typePrivate
- Founded1976
- HeadquartersLansdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What BEON Retirement does
BEON Retirement (legal entity BEON, LLC) is an independent, fee-for-service third-party administrator (TPA) founded in 1976 in Lansdale, Pennsylvania, and rebranded from KT Administrators around 2020. The firm administers employer-sponsored retirement plans — including 401(k), Roth 401(k), 403(b), 457, Profit Sharing, Safe Harbor, ESOP, Money Purchase Pension, Defined Benefit (including Cash Balance), Davis-Bacon, and New Comparability structures — for plan sponsors nationwide, alongside financial advisors and plan participants. BEON's positioning hinges on independence from banks, brokerages, and insurance carriers, which allows it to operate without asset-based commissions or wrapped fund fees and to customize plan designs rather than force-fit prototype documents.
The firm's revenue model is a flat, work-effort-based subscription arrangement: administrative fees are priced on the labor required rather than on the value of plan assets, enabling the company to service plans ranging from 1 participant to 10,000+ participants without size-driven pricing cliffs. Each client is paired with a dedicated account manager carrying 10+ years of experience, and the broader staff represents more than 200 cumulative years of retirement-specialist experience spanning law, accounting, actuarial science, and employee benefits.
Underlying the service offering is a stack that includes custom Daily Valuation software (currently tracking over 1,000 assets with the ability to create bespoke funds for Trustee Directed or RIA-frozen positions), a Participant Account Web Access System, a Telephone Access System, both available 24/7, plus ShareFile-based secure document exchange and Schwab Retirement Plan Services–hosted portals for participant, plan sponsor, and advisor access. AICPA SOC certification (2019) underwrites the firm's service-organization controls. The go-to-market is sales-led and relationship-driven: account managers, financial-advisor partnerships, and educational content (videos, calculators, guides) on the company website, LinkedIn, and YouTube drive pipeline; growth among enterprise plan sponsors, advisors, and participants is enabled through dedicated, high-touch servicing rather than technology-led self-service.
BEON Retirement firmographics
Firmographics- Name
- BEON Retirement
- Legal name
- BEON, LLC
- Website
- https://beonretirement.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- BEON Retirement is an independent, fee-for-service third-party administrator that designs and administers employer-sponsored retirement plans (401(k), 403(b), 457, Defined Benefit, ESOP, and others) for plan sponsors, financial advisors, and plan participants nationwide.
- Ownership category
- akta.pro rank
BEON Retirement industry classification
Industry- Product category
- Retirement Plan Administration
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Compliance, Reporting & Regulatory Administration (ERISA/ACA/No Surprises) (HLAEALAJ)
- akta.pro secondary industry
- Eligibility, Enrollment & Benefits Administration (HLAEALAH)
Keywords
Where BEON Retirement is headquartered
LocationHeadquarters
- HQ city
- Lansdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BEON Retirement business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Third-Party Administration Fees: Flat fee-for-service model where administrative fees are priced based upon the work effort required of BEON personnel. Fees are known upfront and do not change based on asset values. Does not charge commissions on assets or wrapped fees around fund expenses.
- Fixed Fee Plan Administration: Administrative fees are priced based on work effort, not asset values. Whether a plan has $10,000 or $10,000,000 in total assets, administrative fees remain the same. Allows the company to service plans of any size, including those with as few as 1 participant.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Work-Effort Based Fee Structure |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
BEON Retirement product offering
Product offeringCore offering
BEON Retirement is an independent fee-for-service third-party administrator (TPA) that provides retirement plan administration, record keeping, plan design, educational services, and actuarial services for employer-sponsored retirement plans. The company services 401(k), 403(b), 457, Profit Sharing, Defined Benefit (including Cash Balance), ESOP, and Trustee or Participant Directed Plans for plan sponsors and financial advisors across the United States, with fees based on work effort rather than asset value.
Product overview
BEON Retirement offers a unified Third-Party Administration platform combining TPA, Record Keeping, Plan Design, Educational Services, and Actuarial Services into an integrated retirement plan management solution. The core offering centers on TPA and Record Keeping services supported by Plan Design capabilities, with Educational Services and Actuarial Services available as specialized add-on modules. As a fully independent fee-for-service organization, BEON services 401(k), 403(b), 457, Profit Sharing, Defined Benefit (including Cash Balance), ESOP, and both Trustee Directed and Participant Directed Plans across any asset platform without being tied to insurance firms or wirehouses.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Handles plans from 1 to 10,000+ participants without size limitations
- +2 more outcomes
Companies that use BEON Retirement
Customer profileSegments3 records
Ideal customer profiles3 records
BEON Retirement technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
BEON Retirement partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Schwab Retirement Plan ServicescoreProvides participant log-in, plan sponsor portal, and advisor portal functionality through Schwab's retirement platform. Enables participants to access their accounts via kta.retirement.schwabrt.com/participant/ and plan sponsors/advisors via kta.retirement.schwabrt.com/portal/Login.
- American Institute of Certified Public Accountants (AICPA)coreAICPA SOC certification demonstrates BEON's commitment to industry-standard controls for service organizations. The AICPA provides the SOC for Service Organizations framework that BEON has achieved compliance with for 2019.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
BEON Retirement competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
BEON Retirement social profiles
Digital presenceBEON Retirement compliance and trust
Trust signalCompliance1 record
BEON Retirement financial estimates
Financial estimateRevenue estimate
Valuation estimate
BEON Retirement leadership team
Management profileNumber of profiles
Profiles1 record
BEON Retirement funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BEON Retirement M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BEON Retirement
What does BEON Retirement do?
BEON Retirement is an independent fee-for-service third-party administrator (TPA) that provides retirement plan administration, record keeping, plan design, educational services, and actuarial services for employer-sponsored retirement plans. The company services 401(k), 403(b), 457, Profit Sharing, Defined Benefit (including Cash Balance), ESOP, and Trustee or Participant Directed Plans for plan sponsors and financial advisors across the United States, with fees based on work effort rather than asset value.
Is BEON Retirement a public or private company?
BEON Retirement is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BEON Retirement founded?
BEON Retirement was founded in 1976. It employs 11 to 50 people.
Where is BEON Retirement based?
BEON Retirement is headquartered in Lansdale, United States, in the North America region.
How does BEON Retirement make money?
Two revenue lines are on record. Third-Party Administration Fees are the primary driver. The others are fixed Fee Plan Administration.
Does BEON Retirement have an API?
No public API is recorded for BEON Retirement.
What industry is BEON Retirement in?
BEON Retirement's product category is Retirement Plan Administration. Its primary akta.pro industry code is HLAEALAJ, Compliance, Reporting & Regulatory Administration (ERISA/ACA/No Surprises), with a secondary code of HLAEALAH, Eligibility, Enrollment & Benefits Administration. Its NAICS code is 524292 and its SIC code is 6411.