Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 6 days ago

New blog articles detected

  • Tom Sightings Isn’t Afraid of Retirement

    Tom Sightings, author of You Only Retire Once and blogs at Sightings at 60 may be fearless. When the rest of the media and world preaches the gospel of doom re: retirement, he sees the sunny side. Here’s why he says we/you should’t fear life without a steady paycheck:hould’t fear life without a steady paycheck: You may […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Tony Romo Retires After 15 Years; Heads to Broadcast Booth

    Fifteen years of hard knocks, bruises, breaks and surgeries is probably enough punishment to drive ANYONE to retire. And that’s how the story ends (for now) concerning Dallas Cowboys’ quarterback and legend Tony Romo, the undrafted to a true franchise quarterback story that captivated millions as he and the Cowboys tried (unsuccessfully) to get back […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Tradeoffs, Tax Reform and 401ks

    Tax reform. The words are simultaneously exciting and terrifying as the Trump administration’s stated desire to close loopholes could easily affect some valuable deductions. Brian Graff, CEO of the American Retirement Association recently said. “I have generalized anxiety that isn’t from getting up here and speaking, but just from what’s going on and how it […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Wants and Needs

    As an employer, you’re aware that your employees need things…and they want things. For example, they need to be paid for the work they’re doing, they need to take breaks and they really need to do all of that HR stuff. By contrast, they want to install a slide instead of stairs, take Friday’s off […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Roger Federer Toys with Retirement

    Will he or won’t he? That’s the question on the minds of tennis fans worldwide after seeing Roger Federer break through to win his first grand slam title in five years and 18th overall. Following the win, the now 35-year-old Federer said, “I HOPE to see you next year. If not, this was a wonderful […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Auto-Portability of 401ks Could Stop Leakage

    Leakage is not a good word. The record rainfall in Southern California showed all of us our propensity for leakage through cracks, chimneys, roofs and overflowing swimming pools. (insert worry here). In the retirement planning world, leakage refers to the dollars that can be lost during the process of moving assets from one employer to […]

  • Know Your Top Financial Advisors: Wade Perry, Stonemark Wealth Management

    One of the ways Benefit Equity helps to retire your worries is by working with some of Southern California’s top financial advisors. Today, we’re learning a bit more about Wade Perry, Managing Principal and Co-Founder of Stonemark Wealth Management. Now, let’s hear from Wade about why he loves what he does so much. Why did […]

  • Tackling Top Retirement Worries in 2017

    Terrell Suggs of the Baltimore Ravens has been one of the most consistent players in the NFL the past decade-plus. Outside of 2012 when he played just eight games and 2015 when he missed 15 games, he’s had 10 seasons with at least eight sacks. He leads the team with eight this year, and he’ll […]

  • The Retirement of Your Childhood Dreams

    Sabrina Roblin, a 58-year-old former executive of a leadership consulting firm, is preparing for her audition with the televised singing competition show The Voice in February. Roblin is recently retired and using her golden years to live out her childhood dream of being a professional singer. “People used to retire at 65 — they had […]

  • Boomers and Millennials Worried They Might Not Ever Be Able to Retire

    Four-day weekends are the best, right?  And of course at the end of our careers, the four-day weekend just keeps going as we all enter that phase called “retirement.” But a new survey out last week shows that Americans are worried big time about when and whether they will be able to retire. The Addison […]

  • When Retirement Plans Get All Legal

    Most people know a little bit about retirement plans. They know what a 401(k) is, why it’s important and they’ve seen countless ads about the importance of saving for retirement along with the requisite images of sailboats and smiling elderly couples so confident in their awesome decisions. How nice.   But on the employer side, […]

  • Benefit Equity, Inc. 3rd Annual Golf Classic Raises $6,600 for the Council on Aging of Southern California

    SANTA ANA, Calif., Oct. 26, 2016 – Local retirement administration firm Benefit Equity, Inc., recently raised $6,600 for Orange County’s Council on Aging with its 3rd Annual Golf Classic, held on Oct. 21, 2016 at the Tustin Ranch Golf Club. Sponsored by Nationwide, John Hancock, Transamerica, Heartland Payroll, Fidelity, Voya Financial, JP Morgan, American Century […]

  • Benefit Equity Appoints Michael Gorelick as New President

    SANTA ANA, Calif., Oct. 20, 2016 – Local retirement administration firm Benefit Equity, Inc., announced today that it has appointed Michael Gorelick as the company’s new president. Gorelick, a 20-year veteran of the retirement planning business, will oversee the company’s operations and be responsible for its overall strategic direction. “For me, having the opportunity to […]

  • A Word About State-Sponsored Retirement Plans in California

    As you probably know, Gov. Jerry Brown (sure, you can call him “Jerry”) recently signed a new bill that created California Secure Choice, a new state-sponsored retirement plan aimed at residents who don’t have access to a suitable plan at work. We sat down with Benefit Equity’s Robert Gorelick to discuss this development and how […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • How Your Payroll and Your 401k Can Work Together

    Along the way to retiring your worries about your company’s retirement plan, Benefit Equity works with many fine partners including Steve Evans of Heartland Payroll Services.   One of the things we love about Steve and Heartland is their My401k service, which helps the data flow from the payroll system to the 401k plan record […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • New Legislation Designed to Help Working Families Save More for Retirement

    Ronald Reagan famously said “The most terrifying words in the English language are: I’m from the government and I’m here to help.” So get ready because Senate Finance Committee Ranking Member Ron Wyden (D-Ore.) is working on legislation designed to “help more working families and recent college graduates save for retirement,” while also cracking down […]

Benefit Equity Inc.

Category: Content
Type: Blog Article

Generated 8 months ago

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