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May 15, 2025
The BEI Team Goes ON STRIKE
The Benefit Equity Inc. team took some time off from their day-to-day work of expertly managing retirement plans and crunching numbers to bowl together and celebrate the hard work we do together.
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.
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Mid-Year Retirement Plan Check-Up