Blog
Blog Articles
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.
October 21, 2025
Why Employee Education Meetings Matter
We collaborate with clients to host tailored education sessions that empower employees to make informed financial decisions.
Recent Posts
2026 Compliance Alert — Two Key April Deadlines Employers Need to Know
What a Third-Party Administrator Really Does and Why It Matters
Why to Get Your Retirement Plans in Place Now or Early 2026
New Year, New Opportunity to Create Greater Employee Loyalty and Productivity
The New Year Is Here—And There’s No Time to Lose on Your Year-End Retirement Plan Check-Up




