Blog
December 2, 2025
Team Spotlight: Highlighting BEI Team Member Peter Manning
We're shining a light on a long-time BEI team member, Peter Manning, who helps make Benefit Equity, a Strongpoint Partner, a trusted resource for wealth advisors and other partners.
It is not unuusual for third-party administrators (TPAs) to play key roles in preparing and distributing notices.
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 13, 2025
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 13, 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.
Recent Posts
Behind the Scenes — Getting to Know President Michael Gorelick
Navigating 401(k) Mergers & Acquisitions with Fidelity, Benefit Equity, and Alison Cohen
Business Owners — Retirement Plan Adoption Deadline Approaching March 15
Why Wealth Advisors Like Kyle Soucy Partner with Benefit Equity, a Strongpoint Partner
2026 Compliance Alert — Two Key April Deadlines Employers Need to Know