Our guidance and advisory services are built upon time-tested and Internal Revenue Service (IRS) principles/practices that our clients have come to trust and rely on over the years. We are known for our high level of transparency and total objectivity when providing operational and administrative guidance.
Operating your plan in compliance with the retirement plan law known as ERISA is often a challenge for small businesses and their advisors. For over 30 years, BEI has helped our clients successfully navigate these complexities and our consulting services include the following, among others:
“The team at Benefit Equity continually exceeds our expectations. Their focus on superior client service and creative thinking adds real value for our clients…and they are a pleasure to deal with and take pride in their work. In the past we have worked with other TPAs who charge a lot more for a reduced level of service. We would recommend BEI in a heartbeat.”