Blog
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.
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.
Recent Posts
Year-End Client Changes? Bring in a Third-Party Administrator Early!
Benefit Equity at 2026 American Society of Pension Professionals & Actuaries Annual Conference
Is Your Retirement Plan Keeping Up with Operational and Business Changes?
Why Annual Retirement Plan Testing Matters
Year-End Data Starts With Accurate Records…And It Needs to Start Now!