Blog
Blog Articles
December 9, 2025
Year-End Festivities Are Here, But BEI Helps You Secure Your Team’s Future Year-Round
We support plan sponsors and participants year-round—not just during enrollment or compliance deadlines.
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.
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 Festivities Are Here, But BEI Helps You Secure Your Team’s Future Year-Round
Team Spotlight: Highlighting BEI Team Member Peter Manning
Who Is Actually Responsible for Annual Retirement Plan Participant Notices?
Why Wealth Advisors Trust BEI—Even When Things Don’t Go As Planned
Roth Catch Up Practices & Procedures