Strongpoint Welcomes BEI, Cetera Debuts AI Suite

BEI Joins Strongpoint

Strongpoint Partners (Strongpoint), a retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration (TPA), recordkeeping, payroll, and HR solutions, announced that Benefit Equity, Inc. (BEI) will join the firm.

BEI, based in Santa Ana, CA, has served Southern California for more than 30 years and works with small-to mid-sized businesses. They have a team of 14 retirement plan strategists who work with wealth advisors, payroll companies, and tax professionals, and who specialize in retirement plan administration and consulting services.

They are led by Bob Gorelick, founder of BEI, and Michael Gorelick, president of BEI. As part of the partnership, BEI’s entire team will remain in place.

 “When we began thinking about the future of our business, we knew we wanted to find a partner who could help us reach new heights without compromising our commitment to personalized service,” said Bob Gorelick. “After spending time with the Strongpoint Partners team, Michael and I knew this was what we’d been looking for. We’re excited to continue to nurture our client relationships with access to more tools and resources to empower our people and take our business to the next level.”