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Partnering with our team:
One of our primary goals is to support you, the investment professional, in a way that allows you to focus on what you do best. From the initial client meeting, through the fact-finding process to the final presentation, the BEI team is here to support your efforts.
As a financial advisor, you rely on industry experts to provide a full range of services you can offer to your clients. In working with the BEI Marketing team, you can have confidence that you are offering your clients the latest approved retirement plan solutions.
Let us assist you in designing the right plan for your clients:
- Safe Harbor 401(k) or Traditional 401(k)
- 403(b) ERISA and Non-ERISA Plans
- New Comparability Profit Sharing Plan
- Employee Stock Ownership Plan (ESOP)
- Defined Benefit Pension Plan
- Cash Balance Pension Plan
- PenMax™ (DB-DC combination "Carve-out”)
Strategic Alliances:
BEI has developed strategic relationships with the best investment and payroll partners throughout the U.S. Each relationship offers a unique approach to the retirement plan industry. Together we can determine the appropriate service at the best price for your client.
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