Benefit Resource Management

Benefit Equity Inc. is a third-party administrator (TPA) specializing in retirement plan administration and consulting for small to mid-sized businesses. They offer services such as custom retirement plan design, compliance testing, and financial planning.

Swan Financial, nestled in Pasadena, CA, serves as a financial institution specializing in personalized wealth management solutions and investment products. Collaborating with financial advisors, institutions, and RIAs, Swan Financial equips them with cutting-edge resources and technology platforms to offer tailored financial advice. By offering assistance in compliance oversight and practice management, Swan Financial empowers advisors to engage with clients effectively, enhancing their operational efficiency within the dynamic financial industry. Located in the heart of Pasadena, Swan Financial distinguishes itself as a premier hub for financial guidance and wealth management services. With a commitment to providing comprehensive support and streamlined technology solutions, Swan Financial plays a pivotal role in enabling advisors to navigate the intricate landscape of financial services independently. The institution's focus lies in elevating advisors' accuracy and efficiency, fostering a culture of client-centric financial planning and sustainable growth. Generated using this brand's available information

The Omega Pension Group is a full-service pension administration firm based in Pasadena, California, specializing in retirement plan consulting, design, installation, and documentation. They offer a comprehensive range of services, including plan trust accounting, actuarial services, and year-end reporting, ensuring clients have a thorough understanding of qualified retirement plans. Dedicated to client satisfaction, Omega Pension Group emphasizes the importance of informed clients and provides detailed resources for both clients and their financial advisors. Their commitment to excellence and transparency positions them as a trusted partner in pension administration for small business owners and beyond. Generated from the website