Blog

Having had the opportunity to work with over 1000 employers throughout my career I’ve known first-hand that many employers are under the impression—or have enough experience to know—that retirement plans are a legal entity that must be handled by professionals. Some have chosen to leave their retirement plans on “auto-pilot” only to learn later that it was not handled correctly.

What is the best choice and how should a business owner view and select a company-sponsored retirement plan?

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An IRS ruling in August 2019 (Rev. Rul. 2019-19)  addresses when a check from a qualified retirement plan is mailed to a former employee, the amount is considered taxable income in that year, whether or not the employee cashes the check.

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While retirement savings plans can help employees prepare for their future, it’s also worthwhile to understand important 401(k) benefits for employers and how to best design 401(k) offerings to maximize the owner’s savings.

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Little did the Employee Benefits Research Institute (EBRI) know that Benefit Equity, Inc. (BEI) would be quoting The Rolling Stones when their latest retirement survey was released this year.

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Local retirement administration firm, Benefit Equity, Inc., recently raised $5,500 for Orange County’s Council on Aging with its 5th Annual Golf Classic. The event took place on May 17, 2019 at the Tustin Ranch Golf Club. 

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