Blog
Blog Articles
Bob Gorelick discusses why many wealth advisors view Benefit Equity, a Strongpoint Partner, as a trusted extension of their team.
Right now, employers can save time, reduce unnecessary stress, and avoid potential issues later in the year by reconciling key retirement plan items at the end of Q2.
A focused check-in now can reduce disruptions later.
Michael Gorelick, President of Benefit Equity, a Strongpoint Partner, shares what sets BEI apart.
Fiduciary responsibilities require clear and consistent documentation to avoid gaps that can lead to compliance issues, audit challenges, or unnecessary penalties.
Recent Posts
Why Wealth Advisors View Benefit Equity as Their “Secret Weapon”
Q2 Closeout Checklist: Why Employers Should Reconcile Retirement Plans Before Q3
Mid-Year Administrative Check-In for Shared Employer Clients
Why Wealth Advisors Can Raise Their Expectations When Partnering With BEI
Why Documenting the Fiduciary Oversight Process Is So Important