Our guidance and advisory services are built upon time-tested and Internal Revenue Service (IRS) principles/practices that our clients have come to trust and rely on over the years. We are known for our high level of transparency and total objectivity when providing operational and administrative guidance.
Operating your plan in compliance with the retirement plan law known as ERISA is often a challenge for small businesses and their advisors. For over 25 years, BEI has helped our clients successfully navigate these complexities and our consulting services include the following, among others:
“BEI is what I call a best in class provider and I work very closely with them. They are a major asset to our firm and our clients and BEI is the only TPA I would consider for our retirement plan solutions.”