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The new tax law passed recently surprised many of us involved in the creation of retirement plans, as only a few changes apply or will actually affect retirement plans in the end. This was a bit of a pleasant shock because when it comes to government debt reduction, retirement plans have always been firmly on the chopping block.
Benefit Equity Inc. is considered by industry experts as one of the leading firms in its space. That acknowledgment comes from the knowledge and experience of the company, led by Gorelick, who mastered the business from his uncle, Robert H. Gorelick, the CEO and Chairman of the firm.
November 6, 2017
Benefit Equity, Inc. 4th Annual Golf Classic Raises $4,400 for the Council on Aging of Southern California
Local retirement administration firm Benefit Equity, Inc., recently raised $4,400 for Orange County’s Council on Aging with its 4th Annual Golf Classic, held on Nov. 3rd 2017 at the Tustin Ranch Golf Club.
July 12, 2017
Emergency: Starting Your Retirement Savings at Age 50
Here in California, we have emergency plans for everything — earthquakes, forest fires, regular fires and even the forthcoming full solar eclipse in August (yes, you might need those special really cool glasses). But for those profitable business owners nearing their 50’s who have been saving for retirement using their company’s 401(k) Profit Sharing Plan, Benefit Equity President and Senior Pension Consultant, Michael Gorelick has some good advice.
June 28, 2017
Who Should Run Your 401(k) Plan?
Many businesses use payroll providers to pay their employees and keep all of that important info straight for end-of-the-year taxes. Good stuff. But a couple of the larger payroll services have begun offering 401(k) administration services. Now, both services require taking money out of employee paychecks, but the similarities pretty much end there.
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