EMPLOYERS

Employers hire BEI to administer, consult and maintain their retirement plans. We have taken the worry out of back office administration by providing over 200 years of combined pension industry experience for your in-house administrator.

By designing the appropriate plan, we create a plan that fits the management as well as the rank-and-file. We also provide a plan that creates the most tax leverage for the business owners.

Along with Financial Advisors:

• We manage a core list of funds which consists of at least one fund from each asset class + specialty funds, fixed accounts and asset allocated funds.
• We become co-fiduciaries. We use the latest Fiduciary tools to provide annual reports for your records.
• We provide an Investment policy Statement to comply with current Department of Labor regulations.

How can BEI assist you today?

Schedule Employee Meetings

Upload / Download Files

Inform BEI of Terminated Employee