For over three 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.
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.
Learn More“I am pleased to recommend BEI based upon past work they have done for my clients and future work they will do for future clients. They have the ability to take very complex retirement concepts and convey them to all levels of sophistication. They have been a tremendous asset to both my team and our clients in advising our retirement business.
Michael Gorelick is always prepared to give the extra effort and see through these sometimes long retirement plan processes from start to finish. My clients thank him, and I thank him for his service, advice and counsel.”
