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BEI & Orange County Medical Association (OCMA) Strategic Business Partners for a fifth consecutive year.

March 15, 2017

BEI & Orange County Medical Association (OCMA) Strategic Business Partners for a fifth consecutive year.

For a fifth consecutive year, BEI has been granted Strategic Business Partner with the OCMA.  Beginning in 2012 The Orange County Medical Association announced an exciting new benefit for its members.  The OCMA designated BEI as their Business Partner for physicians who are looking to increase their pre-tax savings, corporately or individually, through custom designed plans, such as: 401(k), Profit Sharing, Defined Benefit or Cash Balance.  The OCMA even hired BEI to administer their own 401(k) Plan at that time.

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When Retirement Plans Get All Legal

November 6, 2016

When Retirement Plans Get All Legal

Most people know a little bit about retirement plans. They know what a 401(k) is, why it’s important and they’ve seen countless ads about the importance of saving for retirement along with the requisite images of sailboats and smiling elderly couples so confident in their awesome decisions. How nice. 

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