BENEFIT EQUITY, INC.

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Santa Ana, CA
BENEFIT EQUITY, INC.

Raise Your Expectations. Expect a Different TPA Experience. Benefit Equity, Inc. We are independent administrators and actuaries.

(BEI) equips employers, business owners and their employees with tailored retirement plan solutions. Employers come to us to create company sponsored retirement programs to accumulate wealth, allowing employees to reach their retirement goals. We provide ongoing consulting and administrative assistance as well as keep plans in compliance with government rules and regulations. BEI sells no products

or investments, focusing instead on establishing and maintaining government approved retirement plans that provide valuable benefits to employees. Our specialized plans provide the most creative strategies to build wealth. We have strategic alliances with investment advisors and investment companies to maintain the plan that is right for your business.

08/25/2026

Preparing for Retirement Plan Questions This Open Enrollment Season
Open enrollment is one of the busiest times of year for employee questions—and retirement plans are often part of the conversation. Preparing for these conversations before open enrollment begins can help reduce confusion and make the process more efficient for both employees and HR teams.

Before enrollment opens, consider:
• Reviewing retirement plan communications to ensure they are current.
• Confirming eligibility dates and enrollment procedures.
• Verifying that any recent plan changes are reflected in employee materials.
• Coordinating with your retirement plan administrator to address common questions before they arise.

BENEFIT EQUITY, INC., works with employers throughout the year to support retirement plan administration and help keep plan communications accurate, timely, and aligned with plan operations.

• Call us at 714-480-1364 to discuss your retirement plan administration needs and operational goals.
• Connect with us at https://www.benefitequity.com/connect.
Follow us at BENEFIT EQUITY, INC., for retirement plan administration insights, compliance reminders, and industry updates.

08/18/2026

Retirement plan administrators should keep plans running smoothly. However, some do the opposite, creating stress and headaches for employers and wealth advisors alike.

Some common warning signs of poor retirement plan administration include:

1. Questions and issues that take too long to resolve
2. Repeated administrative or operational mistakes
3. Limited guidance when complex situations arise
4. A lack of follow-through and accountability
5. Feeling like you're constantly chasing answers

Is your plan administrator curing headaches or causing them?

At Benefit Equity, A Strongpoint Partner, our experienced retirement consultants work with wealth advisors and employers to provide responsive communication, operational consistency, and ongoing support designed to keep plans running smoothly.

Call us at 714-480-1364 to discuss your retirement plan administration needs and operational goals.
Connect with us at https://www.benefitequity.com/connect.

Follow us at BENEFIT EQUITY, INC., a Strongpoint Partner, for retirement plan administration insights, compliance reminders, and industry updates.

08/11/2026

As companies grow and evolve, workforce demographics, compensation structures, ownership goals, and employee needs often change as well. However, many employers take a "set it and forget it" approach to their retirement plans. Over time, this tactic can lead to missed opportunities, unnecessary complexity, or plan features that no longer align with the company's objectives.

Periodic reviews can help employers determine whether their current design still supports their goals, workforce, and long-term strategy. In some cases, adjustments to contribution formulas, Safe Harbor provisions, or profit-sharing features may help create a better fit.

At BENEFIT EQUITY, INC., we help employers evaluate plan design, navigate changing business needs, and provide the ongoing administration support necessary to keep plans operating effectively as organizations grow.

• Call us on 714-480-1364 to discuss whether your current retirement plan structure still supports your business goals.
• Connect with us at https://www.benefitequity.com/connect to learn how Benefit Equity can support your plan administration and compliance efforts.

Follow us at BENEFIT EQUITY, INC., a Strongpoint Partner, for retirement plan administration updates, operational guidance, and compliance insights.

08/04/2026

For wealth advisors, strong client relationships are built on trust, communication, and delivering a consistent experience. When questions arise, deadlines approach, or operational issues need to be addressed, employers value timely communication and dependable support. Wealth advisors benefit from having an experienced retirement plan consultant who helps keep things moving and provides clarity when complex issues arise.

At BENEFIT EQUITY, INC. , we work closely with wealth advisors and employers to provide ongoing administration support, compliance guidance, and the responsiveness needed to help plans operate smoothly.

• Call us on 714-480-1364 to discuss whether your current retirement plan administration process is still supporting your business goals.
• Connect with us at https://www.benefitequity.com/connect to learn how Benefit Equity can support your plan administration and compliance efforts.

Follow us at Benefit Equity, a Strongpoint Partner, for retirement plan administration updates, operational guidance, and compliance insights.

07/28/2026

IHow to Stop Small Retirement Plan Mistakes From Becoming Big Problems

Many retirement plan compliance issues aren't caused by complicated regulations—they're caused by inconsistent processes. When responsibility for plan administration is unclear, important tasks can fall through the cracks. A missed eligibility date, delayed contribution, or outdated payroll file often isn't the result of one major mistake—it's the result of a process that wasn't clearly defined.

Strong retirement plan administration processes don’t happen by accident. They start with a repeatable process that answers and defines the following:
• Who is responsible for tracking employee eligibility?
• Who notifies payroll when an employee becomes eligible?
• How are compensation changes communicated?
• Who reviews contribution reports for accuracy?
• How are plan documents and administrative procedures maintained?

Whether those procedures are documented in a process manual, shared digitally, or managed through an internal workflow, consistency is what helps keep HR, payroll, and retirement plan administration aligned.

Connect with Benefit Equity, Inc., a Strongpoint Partner, to discover how proactive retirement plan administration can help strengthen your internal processes and support ongoing compliance. Connect with us at https://www.benefitequity.com/connect.

Follow us at Benefit Equity, a Strongpoint Partner, for retirement plan administration insights, compliance reminders, and industry updates.

07/21/2026

Form 5500 Deadline Is Quickly Approaching—Filing Late Can Be Expensive!

For many calendar-year retirement plans, the Form 5500 filing deadline is July 31, 2026, unless an extension applies. Late or incomplete filings can expose employers to unnecessary penalties, additional administrative costs, and avoidable stress.

Accuracy matters just as much as timeliness. Missing information, incorrect participant counts, or incomplete schedules can create delays and additional follow-up requirements. Preparing early helps employers stay organized and avoid last-minute financial penalties and other surprises.

At Benefit Equity, a Strongpoint Partner, we help make the process easier by preparing annual reports, reviewing census data, performing compliance testing, and providing employers with the information needed to complete their Form 5500 filing accurately and on time.
• Call us at 714-480-1364 to stay on the right side of compliance.
• Connect with us at https://www.benefitequity.com/connect to take the guesswork out of designing and managing your plan.

Follow us at Benefit Equity, Inc., a Strongpoint Partner, to stay informed about retirement plan administration and compliance updates.

07/14/2026

Mid-Year Retirement Plan Reviews Can Save Employers Time, Money, and Unnecessary Stress

For many employers, retirement plan administration issues aren't discovered until year-end—when deadlines are approaching, and options for correcting problems may be more limited. That's why a mid-year operational review can be so valuable.

For example, eligibility mistakes are among the most common administrative errors in retirement plans. If an employee enters the plan too late—or too early—it can result in corrective employer contributions, additional administrative work, and unnecessary compliance issues. A mid-year review gives employers time to verify that:

• Eligible employees are entering the plan according to the plan document.
• Payroll systems are accurately tracking eligibility dates.
• Newly hired or rehired employees aren't being overlooked.
• HR, payroll, and retirement plan administration processes are working together consistently.

Benefit Equity, a Strongpoint Partner, works alongside wealth advisors to help employers strengthen retirement plan administration through proactive operational reviews and ongoing compliance support.

• Call us on 714-480-1364 to help identify issues early before they become larger and more expensive problems.
• Connect with us at https://www.benefitequity.com/connect.

Follow us at BENEFIT EQUITY, INC. , a Strongpoint Partner, for retirement plan administration insights, compliance reminders, and industry updates.

07/07/2026

Why Wealth Advisors View Benefit Equity as Their “Secret Weapon”

Behind every successful retirement plan relationship is a team that values communication, responsiveness, and operational consistency.

https://youtu.be/cObBk1_Ywvs?si=fKyC53nbGB2Nky99

In this video, Bob Gorelick discusses why many wealth advisors view Benefit Equity, a Strongpoint Partner, as a trusted extension of their team. With exceptional expertise, quick accessibility, and proactive planning, BEI helps wealth advisors and employers successfully navigate the complexities of retirement design and administration.

Strong relationships are built on more than just technical expertise. They require responsiveness and a commitment to delivering consistent service. That's why wealth advisors view BEI’s retirement consultants as a valued and indispensable partner (aka, “Secret Weapon”).

Wealth advisors—reach out and experience first-hand the value BEI will bring to your client relationships.
• Call us at 714-480-1364.
• Connect with us at https://www.benefitequity.com/connect.

Follow us at Benefit Equity, a Strongpoint Partner, for retirement plan administration insights, compliance reminders, and industry updates.

07/02/2026

As America celebrates its 250th birthday, Benefit Equity, a Strongpoint Partner, joins our clients, referral partners, and their families in recognizing this historic milestone.

We are grateful for the spirit of independence, innovation, and opportunity that continues to shape our nation and strengthen our communities. As you gather with family and friends this Fourth of July weekend, we wish you a safe, relaxing, and memorable holiday.

Happy Independence Day from all of us at Benefit Equity, a Strongpoint Partner.

06/30/2026

Q2 Closeout Checklist: Why Employers Should Reconcile Retirement Plans Before Q3

As Q2 wraps up, employers can save time, reduce unnecessary stress, and avoid potential issues later in the year by reconciling key retirement plan items before moving into the second half of the year.

This includes confirming eligibility tracking, reviewing data flow accuracy, validating contribution types, resolving outstanding participant items, and documenting any mid-year operational changes.

A mid-year review helps keep retirement plans aligned and reduces the risk of issues that can arise later in the year—especially when deadlines approach and corrections become more time-consuming.

At Benefit Equity, a Strongpoint Partner, we provide the administrative and compliance support employers need to keep their retirement plans running smoothly. Connect with us at https://www.benefitequity.com/connect to learn more and stay on track heading into Q3.

Follow us at Benefit Equity, a Strongpoint Partner, to stay in compliance with retirement plan regulations and get them delivered straight to your social media accounts.

Address

525 N. Cabrillo Park Drive Ste. 200
Santa Ana, CA
92701

Website

http://www.benefitequity.com/

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