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@Benefit Equity Inc performs mid-year plan reviews to improve tax savings, increase participation, and optimize employer contributions.
IRS compliance testing can be confusing and stressful. Benefit Equity Inc helps plan sponsors stay ahead with top-heavy testing, ADP/ACP testing, and coverage requirements.
California’s CalSavers mandate was established to expand access to retirement savings for workers who don’t currently have that option through their employer. For small businesses across Orange County, Los Angeles County, and throughout the state of California, the final deadline to meet these requirements is December 31, 2025.
Benefit Equity Inc. (BEI), based in Santa Ana, CA has helped thousands of small-mid-sized businesses establish and manage retirement plans for over 30 years. Our experienced retirement plan consultants understand the compliance requirements of CalSavers and can also explain why other plan options may be a better fit for your business and your employees.
April 15, 2025
Have You Reviewed Your Company’s Retirement Plan This Year?
An annual review company retirement plan is critical to stay compliant and competitive.@Benefit Equity Inc evaluates contributions, participation, plan expenses, and compliance risks. We help you uncover new opportunities for savings while avoiding costly oversights.
Is your plan designed for tax efficiency? Retirement plans are a powerful way to reduce taxes—if they're structured right. Benefit Equity Inc. designs plans using Safe Harbor 401(k)s, profit sharing, and cash balance options to lower tax burdens while meeting employee needs.
Recent Posts
Is your Retirement Plan Still Aligned with Your Company Goals
No Need to Stress about IRS Compliance Testing. BEI Can Help.
CalSavers Mandate – What Small California Businesses Need to Know Before 2026
Have You Reviewed Your Company’s Retirement Plan This Year?
Retirement Plans Can Reduce Taxes When Structured Correctly.