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)
Benefit Equity’s VP/Sr. Pension Consultant, Michael Gorelick, was recently quoted in a story which appeared on SuccessfulBusinessNews.com about retirement planning for small businesses. “Provisions” are key, he (Gorelick) says. Before Gorelick can advise a small business owner which type of retirement vehicle is appropriate for their company, he asks the owner several questions. For example, […]
SANTA ANA, Calif., Nov. 2, 2015 – Local retirement administration firm Benefit Equity, Inc., recently raised $5,000 for Orange County’s Council on Aging with its 2nd Annual Golf Classic, held on Oct. 23, 2015 at the Tustin Ranch Golf Club. Sponsored by Nationwide, John Hancock, Transamerica, Principal Financial, Heartland Ovation Payroll, Meeder Financial, American Century […]
Abstract: Employers often design 401(k) plan and other defined contribution plan documents so that, based on a full-time hours requirement, part-time employees are excluded from entering the plan. The IRS has issued a ruling providing clear guidance on when plans can exclude such employees, when they should be included, and how plans could be disqualified […]
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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Michael I. Gorelick, APR President – Senior Pension Consultant