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Compliance is critical to a healthy retirement plan. Benefit Equity Inc handles compliance testing, Form 5500s, and regulatory filings to help plan sponsors stay ahead.
At BEI, we believe the difference is in the people. Our team of retirement plan consultants brings not only deep technical experience, but a true dedication to helping businesses succeed.
@Benefit Equity Inc performs mid-year plan reviews to improve tax savings, increase participation, and optimize employer contributions.
IRS compliance testing can be confusing and stressful. Benefit Equity Inc helps plan sponsors stay ahead with top-heavy testing, ADP/ACP testing, and coverage requirements.
California’s CalSavers mandate was established to expand access to retirement savings for workers who don’t currently have that option through their employer. For small businesses across Orange County, Los Angeles County, and throughout the state of California, the final deadline to meet these requirements is December 31, 2025.
Benefit Equity Inc. (BEI), based in Santa Ana, CA has helped thousands of small-mid-sized businesses establish and manage retirement plans for over 30 years. Our experienced retirement plan consultants understand the compliance requirements of CalSavers and can also explain why other plan options may be a better fit for your business and your employees.
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