Blog

Designing Complex Retirement Plans with BEI

BEI specializes in designing and administering custom retirement plans far beyond the standard 401(k).

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Did you know most retirement plans must file Form 5500 by July 31? 

Our experienced team specializes in plan administration and compliance, including preparing and filing Form 5500 accurately and on time. We'll help you.

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In this compelling video, Ginger, BEI's Office Manager, shares real insights into what makes our service exceptional.

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Quarter-End Compliance: Close Q2 Confidently and Stay on Track

Benefit Equity Inc. tracks IRS and DOL deadlines, helps resolve testing issues, and keeps your plan on track. Close Q2 confidently and stay ahead of penalties.

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Attention Employers Using a Third-Party Administrator for Your Retirement Plan

At Benefit Equity Inc., our trusted advisors work closely with employers to ensure accurate, timely filings and ongoing compliance.

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