Blog
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.
OCMA members will receive complimentary reviews of their current plans and significant discounts of regular administration and set up fees.
Throughout Southern California, BEI provides consulting, administration, compliance and tax reporting services to closely held businesses and their owners. With an emphasis on doctors and medical groups, BEI has creatively designed IRS approved programs that push the majority of retirement benefits into the hands of the owners.
“We have supported the consulting and administration of doctors’ retirement plans for over 27 years”. Says, Michael Gorelick, APR, President & Senior Pension Consultant – Benefit Equity, Inc. “Our goal is to become a member of your Trusted Advisory Board along with your CPA and Financial Advisor. The mission is always to build a cost effective and efficient retirement plan that serves the needs of its employees and owners in a way that increases the “bottom- line”.”
The Strategic Business Partnership with Benefit Equity, Inc. enhances OCMA’s value proposition, by continuing to offer proven business relationships from well-respected firms in the community.
Author: Michael Gorelick, APR – President & Sr. Pension Consultant, Benefit Equity, Inc.