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)
Four-day weekends are the best, right? And of course at the end of our careers, the four-day weekend just keeps going as we all enter that phase called “retirement.” But a new survey out last week shows that Americans are worried big time about when and whether they will be able to retire. The Addison […]
Most people know a little bit about retirement plans. They know what a 401(k) is, why it’s important and they’ve seen countless ads about the importance of saving for retirement along with the requisite images of sailboats and smiling elderly couples so confident in their awesome decisions. How nice. But on the employer side, […]
Benefit Equity, Inc. 3rd Annual Golf Classic Raises $6,600 for the Council on Aging of Southern California
SANTA ANA, Calif., Oct. 26, 2016 – Local retirement administration firm Benefit Equity, Inc., recently raised $6,600 for Orange County’s Council on Aging with its 3rd Annual Golf Classic, held on Oct. 21, 2016 at the Tustin Ranch Golf Club. Sponsored by Nationwide, John Hancock, Transamerica, Heartland Payroll, Fidelity, Voya Financial, JP Morgan, American Century […]
SANTA ANA, Calif., Oct. 20, 2016 – Local retirement administration firm Benefit Equity, Inc., announced today that it has appointed Michael Gorelick as the company’s new president. Gorelick, a 20-year veteran of the retirement planning business, will oversee the company’s operations and be responsible for its overall strategic direction. “For me, having the opportunity to […]
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Michael I. Gorelick, APR President – Senior Pension Consultant