FINANCIAL ADVISORS

One of Benefit Equity's main responsibilities is to assist advisors in securing & maintaining qualified retirement plans. From plan design to point-of-sale, we are available to meet with you and your client to educate and consult on the following types of plans:

Types of Plans: (click on the following for description of plans and comparison reports)

401(k) Profit Sharing 403(b) ESOP Defined Benefit Pension Cash Balance Plan Pen Max

How can BEI assist you today?

• Request for Proposal
• Blank Census Request
• Plan Design