Blog
November 13, 2025
Why Wealth Advisors Trust BEI—Even When Things Don’t Go As Planned
BEI's team goes the extra mile with proactive problem-solving and clear communication.
November 10, 2025
Master Roth Catch Up Practices & Procedures
These practices and procedures are prepared in good faith based on the Treasury Regulations issued by the Internal Revenue Service (“IRS”). These practices and procedures will be amended, as necessary.
November 4, 2025
Maximize Plan Design During Q4
Get a jump on 2026 planning by calling Benefit Equity's experienced retirement plan consultants early to help increase employee productivity and loyalty.
October 28, 2025
SECURE Act 2.0: Are You Ready for 2026?
The SECURE Act 2.0 introduces sweeping changes that will reshape retirement plan administration in 2026.
October 21, 2025
Why Employee Education Meetings Matter
We collaborate with clients to host tailored education sessions that empower employees to make informed financial decisions.