For success, all it takes is the right plan.
But how do you know if you have the best plan for you and your employees?
Benefit Equity, Inc. is a Southern California-based financial services partner for top financial advisors and successful small and mid-sized business owners who want help in designing custom, worry-free and secure retirement plans with maximum tax benefits.
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Retire Your Worries (The Blog)
Reitre Your Worries (Our Blog)
Over the past 15 to 20 years, 401(k) plans have become an extremely popular retirement plan design. They allow various contribution types, giving employers flexibility in providing retirement plan benefits. To maximize these benefits, you must understand the different types of contributions allowed. Elective deferrals The most basic 401(k) contribution type is the “elective deferral.” […]
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Retirement Plan Trends
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Meet Our Team
Michael I. Gorelick, APR President – Senior Pension Consultant