Blog
Blog Articles
March 17, 2026
How Third-Party Administrator Referrals Can Help Financial Advisors’ and CPAs’ Clients Stay Ahead of Regulatory Changes
We explain how wealth advisors can help protect business owners from penalties stemming from retirement plan rule changes.
March 10, 2026
Fee Transparency and How to Evaluate Your Current Provider
We provide a simple checklist for evaluating provider fees & services to ensure you are receiving proactive compliance guidance.
Automatic enrollment is one of the most effective ways to increase retirement plan participation.
February 24, 2026
Behind the Scenes — Getting to Know President Michael Gorelick
Michael Gorelick, President and Senior Pension Consultant, oversees BEI's operations, leads the sales team, and provides strategic direction that supports the firm's continued growth.
February 3, 2026
Why Wealth Advisors Like Kyle Soucy Partner with Benefit Equity, a Strongpoint Partner
Wealth Advisors Kyle Soucy shares some reasons why he partners with us.