Blog
August 19, 2025
Behind the Scenes with BEI’s Dedicated Team: Meet Joel Tippetts
Joel Tippetts, FCA, EA, CPC, MSEA, is our Manager of Administration & Actuary. We’re proud to have Joel’s leadership, experience, and dedication on our team.
August 13, 2025
Celebrating Nancy’s Next Big Adventure!
It was longtime team member Nancy's baby shower at BEI and we were excited to celebrate this significant milestone and event with her.
August 12, 2025
Is Your Retirement Plan Hitting Next Year’s Targets?
At Benefit Equity Inc., we help companies assess whether their current plan design aligns with their goals, workforce, and budget.
August 5, 2025
Is Your Retirement Plan Ready for SECURE Act 2.0?
BEI helps employers stay compliant, minimize risk, and make strategic plan changes with confidence.
August 4, 2025
Celebrating 30 Years with Michael Gorelick
Last week, we proudly celebrated President and Senior Pension Consultant Michael Gorelick’s 30th anniversary with Benefit Equity.
Recent Posts
Year-End Festivities Are Here, But BEI Helps You Secure Your Team’s Future Year-Round
Team Spotlight: Highlighting BEI Team Member Peter Manning
Who Is Actually Responsible for Annual Retirement Plan Participant Notices?
Why Wealth Advisors Trust BEI—Even When Things Don’t Go As Planned
Roth Catch Up Practices & Procedures




