Blog

The New Year Is Here—And There’s No Time to Lose on Your Year-End Retirement Plan Check-Up

It is the perfect time to review your company's retirement plan before the deadlines arrive. Pro Tip—waiting until Q1 can cost you time and tax opportunities.

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Year-End Festivities Are Here, But BEI Helps You Secure Your Team’s Future Year-Round

We support plan sponsors and participants year-round—not just during enrollment or compliance deadlines.

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Team Spotlight:  Highlighting BEI Team Member Peter Manning

We're shining a light on a long-time BEI team member, Peter Manning, who helps make Benefit Equity, a Strongpoint Partner, a trusted resource for wealth advisors and other partners.

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Who Is Actually Responsible for Annual Retirement Plan Participant Notices?

It is not unuusual for third-party administrators (TPAs) to play key roles in preparing and distributing notices.

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BEI's team goes the extra mile with proactive problem-solving and clear communication.

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