Blog
November 4, 2025
Maximize Plan Design During Q4
Year-end is more than a compliance checkpoint—it's a strategic opportunity to refine your retirement plan design.
Benefit Equity, a Strongpoint Partner, encourages sponsors to use Q4 to evaluate features like profit sharing, auto-enrollment, and Roth contribution options. These elements can strengthen plan participation, improve tax efficiency, and align with your workforce goals. Whether you're considering enhancements or simply want to ensure your current design is working as intended, our team is here to guide you through the process with clarity and precision.
Get a jump on 2026 planning by calling Benefit Equity's experienced retirement plan consultants early to help increase employee productivity and loyalty.
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Call us on 714-480-1364.
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Connect with us here on the website.