February 15, 2018
Every year the Orange County Medical Association celebrates the best physicians of the year with an evening of food, friends and fun! This year was no different. In January, OCMA chose PIRCH Design Center in Costa Mesa and invited some of the best restaurants in OC to showcase their culinary creativity. Over 300 guests enjoyed the evening and OCMA even offered drawing for a day with a new Infiniti!
January 22, 2018
To assist employers with plan compliance, the Internal Revenue Service (IRS) recently released information detailing common 401(k) plan mistakes. Why eleven and not ten. Well, it’s the government so don’t ask.
In this guidance, the IRS provides a summary of the eleven errors as well as information regarding how to identify each issue and correction methods to use.
January 19, 2018
Right on the heels of a making profit in your practice or company comes a retirement plan. The most common is a Simplified Employee Pension Plan more commonly known as a SEP. Companies with more than two or three employees usually opt for a 401(k) profit Sharing combination. Professionals and executives not satisfied with the government limitation of $59,000 on these plans can now save $200,000 or more a year.
January 9, 2018
The new tax law passed recently surprised many of us involved in the creation of retirement plans, as only a few changes apply or will actually affect retirement plans in the end. This was a bit of a pleasant shock because when it comes to government debt reduction, retirement plans have always been firmly on the chopping block.
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.