Deep Pool of Trusted Advisors

In today’s compliance-laden business climate, creating compliant retirement plans requires collaborative, knowledgeable partners who can also provide tax advice, wealth advisory services, estate planning, liability insurance, and other legal guidance. Over the past 35 years, BEI has built deep relationships with some of the best minds in these business disciplines, who regularly support our retirement plan design process.

BEI’s own retirement plan consultants have years of experience integrating retirement plans into a company’s overall business vision and goals. When providing retirement plan strategies and guidance to diverse clients, we have found that a team of knowledgeable advisors ensures proper checks, balances, and generates the best outcomes for our clients. 

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:

  • Fiduciary Consulting – Plan fiduciaries are governed by strict and complex government rules and regulations and we assist clients in fulfilling these compliance and fiduciary requirements. ERISA requires that fiduciaries follow specific guidelines and our consultant’s assist you with a proven process that prevents operational errors.
  • Compliance Review – For existing plans, our skilled administrative services team will conduct a complete review of your Plan at time of take-over or plan set-up. We will identify and provide advice on operational risks associated with the administration of your Plan, by focusing on areas most susceptible to operational or compliance errors.
  • Merger & Acquisition Services – Employers are often unaware of the hidden liabilities and complexities that qualified retirement plans can add to the sale of a business. BEI understands these complexities and we provide guidance and advice to ensure a smooth transfer of power. When given the opportunity, we can perform a pre-transaction review to identify areas of financial exposure and transitional concerns. We take into consideration each employer’s individual needs when offering advice and at BEI, there’s no “cookie-cutter” approach to anything we do or that we offer our clients.

Why do businesses rely on BEI to navigate complex retirement plans? Watch here…

What our clients say

“Benefit Equity is more than just a Third-Party Administrator to me. I feel like they are my friends and become friends to my clients. They partner with me, which helps me grow my business as well as truly take care of the clients I refer to them. Their people make the difference. Everyone I’ve worked with always is professional, knowledgeable, and responsive.  With complex Plan take-overs, I know I’m receiving a true consultative approach from them.  They ask the hard questions and back it up with solutions the IRS and Department of Labor would approve.  

Thank you to the BEI team for all you have done for me and my clients.”