A Custom Retirement Plan for Your Business:
Your small business is unique with regard to its purpose, goals and ultimately what it accomplishes, so your retirement plan needs to be tailored to your objectives. Working with you and your trusted advisors, BEI Retirement Plan Consultants are dedicated to developing a strategic plan that embodies the culture and philosophy of your business. Contact us to learn more about a custom plan for you.

• 401(k)
• 403(b)
• Profit Sharing
• Defined Benefit Pension Plan
• Cash Balance Pension Plan
• DB-DC Combination Plans
• Employee Stock Ownership Plan (ESOP)

Fee Disclosure:  What You Need to Know

If you are an employer sponsoring a company retirement plan, it is important that you are up to date on a new Department of Labor (DOL) regulation, 408(b)(2). ... READ MORE

IRS ANNOUNCES PENSION PLAN LIMITS FOR 2012

The IRS has announced new retirement plan limitations that will be effective January 01, 2012. In general, many of the pension plan limitations will change ... READ MORE

Bond . . . ERISA bond

Many nonprofit organizations offer 403(b) plans to their employees, just as for-profit businesses offer 401(k) plans. In the past, 403(b) sponsors had a ... READ MORE

Why making changes to your employer contributions is important

Following a dismal financial fourth quarter in 2008, many companies in 2009 elected to forgo funding their qualified plan employer contributions. This includes ... READ MORE

Retirement plan expenses - Getting better value, not just cheaper services

During times of cost cutting, it's understandable that plan sponsors are looking for ways to save money on their retirement plans. Sponsors may be negotiating ... READ MORE

Are you ready for your 403(b) plan audit?

Many nonprofit organizations offer 403(b) plans to their employees, just as for-profit businesses offer 401(k) plans. In the past, 403(b) sponsors had a ... READ MORE

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