For over three decades, Benefit Equity, Inc. (BEI) has been the go-to retirement plan strategist for successful small-to-mid-sized businesses, wealth advisors, payroll companies, and tax professionals. Our extensive retirement plan experience equips us to provide reliable and trusted guidance for wealth advisory partners and corporations.
But don’t take our word for it. Check out the videos throughout our website and hear first-hand how BEI’s skilled plan consultants have helped wealth advisors engage new clients, design and administer their clients’ retirement plans, and increase employee loyalty and tenure for businesses of all sizes.
“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.”
