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Our last two blog articles have gone over the role of the record keeper in your 401(k) plan. As you may recall, there are many people who work behind the scenes to help manage a 401(k) plan. There’s the Investment Advisor, Third Party Administrator (Benefit Equity, Inc.), mutual fund companies, and a recordkeeper, (insurance company or investment company).
So where does the Third Party Administrator (TPA) fit into the equation? Benefit Equity, Inc., (BEI) is a Third Party Administrator and we’ll discuss our role in recordkeeping and your 401(k) plan.
Recent Posts
Is your Retirement Plan Still Aligned with Your Company Goals
No Need to Stress about IRS Compliance Testing. BEI Can Help.
CalSavers Mandate – What Small California Businesses Need to Know Before 2026
Have You Reviewed Your Company’s Retirement Plan This Year?
Retirement Plans Can Reduce Taxes When Structured Correctly.