Blog

In addition to traditional 401(k) plans, @BenefitEquityInc.’s retirement plan consultants design and administer complex retirement plans.

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On February 17th, we will celebrate Presidents' Day! At Benefit Equity, Inc., today and every day, we honor the resilience and determination that define our nation's spirit. Let's make every day an opportunity to strive for excellence and reflect on the great leadership that has helped shape our nation.

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Retirement contributions can help you save on taxes now while securing your future. Here’s how you can benefit:

• Tax-Deferred Growth—Contributions grow tax-free until retirement withdrawal.
• Immediate Tax Savings—Contributions to traditional 401(k)s and IRAs may reduce taxable income, potentially lowering your tax obligation.
• Roth Accounts Perks—With Roth IRAs or 401(k)s, contributions are taxed upfront, but your withdrawals in retirement are 100% tax-free.

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Maximizing 401(k) Plans for Businesses to Avoid Five Common Pitfalls

For small, medium, and even large-sized business owners throughout Orange County, a well-structured 401(k) plan is more than just a perk or retirement benefit—it’s a powerful tool to attract and retain top talent, and also helps businesses meet regulatory compliance. This financial benefit not only enhances employee satisfaction, but also helps generate long-term growth and compliance.

Financial advisors play a pivotal role in helping companies navigate the complexities of 401(k) planning that can be challenging for many small businesses. Even well-intentioned efforts may fall short, due to common but avoidable mistakes. These common mistakes can limit the effectiveness of these types of plans and expose businesses to unnecessary risks.

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The team at BEI Inc. came together last week to enjoy an office gift exchange and holiday lunch.

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