Blog

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.

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Who Is Actually Responsible for Annual Retirement Plan Participant Notices?

It is not unuusual for third-party administrators (TPAs) to play key roles in preparing and distributing notices.

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BEI's team goes the extra mile with proactive problem-solving and clear communication.

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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.

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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.

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