Blog Articles

Guidance Issued Relating to Uncashed Checks

An IRS ruling in August 2019 (Rev. Rul. 2019-19)  addresses when a check from a qualified retirement plan is mailed to a former employee, the amount is considered taxable income in that year, whether or not the employee cashes the check.

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401(k): Employee Benefit or Employer Benefit?

While retirement savings plans can help employees prepare for their future, it’s also worthwhile to understand important 401(k) benefits for employers and how to best design 401(k) offerings to maximize the owner’s savings.

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I Can’t Get No Satisfaction

Little did the Employee Benefits Research Institute (EBRI) know that Benefit Equity, Inc. (BEI) would be quoting The Rolling Stones when their latest retirement survey was released this year.

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Benefit Equity, Inc. 5th Annual Golf Classic Raises $5,500 for the Elderly In Southern California

Local retirement administration firm, Benefit Equity, Inc., recently raised $5,500 for Orange County’s Council on Aging with its 5th Annual Golf Classic. The event took place on May 17, 2019 at the Tustin Ranch Golf Club. 

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New Legislation Makes it Easier to Save for Retirement

On April 1, 2019 the Senate Finance Committee introduced the Retirement Enhancement and Savings Act (RESA) of 2019, which mirrors the House Ways & Means Committee’s SECURE Act of 2019 that was unanimously approved in a vote by that committee.

With both acts receiving bipartisan support this is the best opportunity for retirement security legislation to pass Congress in more than a decade.

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