California’s CalSavers mandate was established to expand access to retirement savings for workers who don’t currently have that option through their employer. For small businesses across Orange County, Los Angeles County, and throughout the state of California, the final deadline to meet these requirements is December 31, 2025.

Benefit Equity Inc. (BEI), based in Santa Ana, CA has helped thousands of small-mid-sized businesses establish and manage retirement plans for over 30 years. Our experienced retirement plan consultants understand the compliance requirements of CalSavers and can also explain why other plan options may be a better fit for your business and your employees.

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An annual review company retirement plan is critical to stay compliant and competitive.@Benefit Equity Inc evaluates contributions, participation, plan expenses, and compliance risks. We help you uncover new opportunities for savings while avoiding costly oversights.

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Is your plan designed for tax efficiency? Retirement plans are a powerful way to reduce taxes—if they're structured right. Benefit Equity Inc. designs plans using Safe Harbor 401(k)s, profit sharing, and cash balance options to lower tax burdens while meeting employee needs.

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Drowning in 401(k) Confusion? Unlock Effortless Retirement Plans for Your Small Business Now!

Is "Too Small" or "Too Expensive" Retirement Plans Limiting Employee Loyalty? Discover the Surprisingly Simple Path to Offering a Powerful 401(k)!

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Did you know that employees can be a retirement plan participant without making any contributions?  So, who is able participate in a retirement plan?

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