Benefit Equity, A Strongpoint Partner
Benefit Equity, a Strongpoint Partner, located in Santa Ana, California, has been a leader in the retirement services industry since 1989. Their team of 14 retirement plan strategists have built a reputation for helping successful small- to medium-sized businesses, wealth advisors, payroll companies, and tax professionals with reliable and trusted guidance to meet their retirement objectives. Specializing in retirement plan administration and consulting services, BEI’s team is set apart by their belief in building and cultivating relationships and their collaborative approach to solve problems for their clients. Proudly a Strongpoint Partner since July 2025.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
77
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- GM
Ginger Mills
Office Manager · Operations
EmailPhone - BR
Benny Rebolloso
Retirement Plan Administrator · Finance & Accounting
EmailPhone - EM
Edna Makhani
Retirement Plan Consultant · Finance & Accounting
EmailPhone - JW
John W.
Pension Consultant · Finance & Accounting
EmailPhone - RM
Ryan Morales
Pension Administrator · Finance & Accounting
EmailPhone - BG
Bob Gorelick
Chief Executive Officer · General Business & Management
EmailPhone - MG
Michael Gorelick
Benefit Equity, a Strongpoint Partner · Other
EmailPhone - PM
Peter Manning
Pension Consultant · Other
EmailPhone - JM
Joan Marceau Joan Marceau
Pension Administrator · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Benefit Equity, A Strongpoint Partner
11 distinct titles indexed · top 10 shown.
- 3pension consultant
- 2chief executive officer
- 2pension administrator
- 1benefit equity, a strongpoint partner
- 1marketing
- 1new business plan services coordinator
- 1office manager
- 1retirement plan administrator
- 1retirement plan consultant
- 1senior consultant
- +1more titles
Sign up to unlock all 16 contacts at Benefit Equity, A Strongpoint Partner
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