For almost three decades, Benefit Equity, Inc. has demonstrated in many ways our clients always comes first. In fact, if you asked our founder, our president, employees, clients or partners, you’d likely to hear a resounding consensus. It’s our experienced, talented, and long-tenured team—and their commitment to treating people with the greatest level of respect—that sets BEI apart from others.
Robert H. Gorelick, APA | CEO/Chairman
Robert Gorelick established Benefit Equity, Inc. (BEI) in 1989 after a successful career in the retirement plan and insurance administration sector that he began in 1974. Bob is the past President and Chairman of the Board of the National Institute of Pension Administrators, an Educational Foundation providing continuing education to pension professionals that confers the prestigious Accredited Pension Administrator (APA) designation.
Bob also holds membership with the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). Bob also authored the book “America’s Retirement Plan,” An Employer’s Guide to Understanding the 401(k) Plan.
Bob is a regular presenter for continuing education seminars including certified public accountants, insurance and financial planning organizations, and major employee groups, where he provides education and insight on practical retirement plan designs and their applications.
Michael I. Gorelick, APR | President – Senior Pension Consultant
Michael Gorelick graduated from California State University at Fullerton in 1987 and holds a Bachelor of Arts Degree in Business Administration. Michael has also held the National Institute of Pension Administrator’s (NIPA) designation of Accredited Pension Representative (APR) since 2010.
Prior to joining Benefit Equity, Inc. (BEI) Michael spent seven years as a partner in a national executive recruiting firm. As an executive recruiter, Michael’s commitment to exceptional client service earned him outstanding recognition, while working with human resource management in Fortune 500 companies. In 1991, Michael was also designated as the youngest, independent recruiter to secure a national contact with Disney Buena Vista Home Video.
Michael joined Benefit Equity, Inc. in 1995 as a Sales Consultant. In his role now as President, Michael provides day-to-day strategic and operational direction to BEI’s team of Administrators, Consultants and Actuaries. He also provides advanced plan design and education to a community of financial professionals throughout Southern California.
Michael has supported the Orange County Medical Association as a Strategic Business Partner since 2012.
Michael’s passion for community service motivates him to support local charities such as Council on Aging of Southern California and Working Wardrobes. As tournament organizer, Michael created the annual BEI Golf Classic that benefits the Council on Aging of Southern California.
Peter Manning | Pension Consultant
Prior to joining the Benefit Equity Team, Peter Manning spent 18 years as a Human Resources and Retirement Plan Consultant with Paychex. Peter’s knowledge and ability to strategically support business owners and their employees with retirement plans, has gained him an exceptional reputation with the business community, CPA’s and investment professionals.
Peter is a graduate of California State San Bernardino and he holds a Bachelor’s Degree in Business Administration and Marketing. Peter enjoys hiking, golfing, camping and coaching youth soccer teams. He believes soccer is a great platform for teaching life skills that prepare our youth for adulthood.
Susan Russell | CFO
As the Chief Financial Officer of Benefit Equity, Inc. (BEI), Susan Russell leads a dedicated and committed team of professionals to accomplish a variety of goals for the company.
Susan is responsible for the oversight and management of the office, as well as the firm’s accounting and human resources departments. She has been integral in the creation of our financial systems that have provided structure, purpose and accountability.
Susan appreciates and understands the power of hiring the right people for the right job. Ultimately this understanding not only benefits BEI, but our clients too. She considers it a privilege to collaborate and work with such talented, dedicated and experienced team of professionals who all have one common goal, to provide outstanding pension services.
When she’s not working, Susan enjoys cycling, running and swimming, as health and wellness is a top priority in her life and she enjoys bringing this focus to the team at Benefit Equity.