Blog
Benefit Equity Inc. is the team I rely on for expert third-party administration.
May 27, 2025
Is Your Form 5500 Ready for Filing?
Is your Form 5500 ready for filing? @Benefit Equity Inc provides accurate and timely preparation of this critical annual document.
May 15, 2025
Mid-Year Retirement Plan Check-Up
A Mid-Year Retirement Plan Check-Up Is A Smart Move for Employers and Their Advisors
A Strategic Advantage for Employers and Advisors
Wealth advisors play a pivotal role in guiding business owners through decisions that shape not just financial outcomes, but futures—for the company, its leaders, and every employee. Yet, retirement plan management can sometimes become a background task until year-end deadlines loom. That’s when surprises can surface, and opportunities may have already passed.
May 15, 2025
The BEI Team Goes ON STRIKE
The Benefit Equity Inc. team took some time off from their day-to-day work of expertly managing retirement plans and crunching numbers to bowl together and celebrate the hard work we do together.
Compliance is critical to a healthy retirement plan. Benefit Equity Inc handles compliance testing, Form 5500s, and regulatory filings to help plan sponsors stay ahead.