Raise Your Expectations.
Expect a Different TPA Experience.

For nearly 3 decades, Benefit Equity, Inc. (BEI) has been the “go-to” TPA partner for small-to-mid-sized businesses and their trusted advisors & tax professionals in the community. We are experienced enough to provide outstanding resources, yet nimble enough to provide complete flexibility for our clients. What our clients say they appreciate most about working with our experienced team is our industry knowledge and that we consistently exceed their expectations.

THE BEI DIFFERENCE

BEI Classic Logo

5th Annual BEI Golf Classic

Benefit Equity, Inc. is pleased and proud to have hosted Orange County’s premiere financial advisor event for several years that benefits the Council on Aging-Southern California. Proceeds support the organization’s mission of promoting independence, health and dignity of older adults through compassion, education and advocacy.

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What our clients say

“BEI is what I call a best in class provider and I work very closely with them. They are a major asset to our firm and our clients and BEI is the only TPA I would consider for our retirement plan solutions.”