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When financial and wealth advisors need to put together complex pension and retirement plans for clients, they rely on Benefit Equity Inc., the ultimate specialist in its field.

November 17, 2017

When financial and wealth advisors need to put together complex pension and retirement plans for clients, they rely on Benefit Equity Inc., the ultimate specialist in its field.

Benefit Equity Inc. is considered by industry experts as one of the leading firms in its space. That acknowledgment comes from the knowledge and experience of the company, led by Gorelick, who mastered the business from his uncle, Robert H. Gorelick, the CEO and Chairman of the firm.

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Benefit Equity, Inc. 4th Annual Golf Classic Raises $4,400 for the Council on Aging of Southern California

November 6, 2017

Benefit Equity, Inc. 4th Annual Golf Classic Raises $4,400 for the Council on Aging of Southern California

Local retirement administration firm Benefit Equity, Inc., recently raised $4,400 for Orange County’s Council on Aging with its 4th Annual Golf Classic, held on Nov. 3rd 2017 at the Tustin Ranch Golf Club.

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Emergency: Starting Your Retirement Savings at Age 50

July 12, 2017

Emergency: Starting Your Retirement Savings at Age 50

Here in California, we have emergency plans for everything — earthquakes, forest fires, regular fires and even the forthcoming full solar eclipse in August (yes, you might need those special really cool glasses). But for those profitable business owners nearing their 50’s who have been saving for retirement using their company’s 401(k) Profit Sharing Plan, Benefit Equity President and Senior Pension Consultant, Michael Gorelick has some good advice.

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Who Should Run Your 401(k) Plan?

June 28, 2017

Who Should Run Your 401(k) Plan?

Many businesses use payroll providers to pay their employees and keep all of that important info straight for end-of-the-year taxes. Good stuff. But a couple of the larger payroll services have begun offering 401(k) administration services. Now, both services require taking money out of employee paychecks, but the similarities pretty much end there.

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