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Blog Articles
December 16, 2025
The New Year Is Here—And There’s No Time to Lose on Your Year-End Retirement Plan Check-Up
It is the perfect time to review your company's retirement plan before the deadlines arrive. Pro Tip—waiting until Q1 can cost you time and tax opportunities.
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.