Michael Gorelick, Apr Email and Phone Number
Michael Gorelick, Apr work email
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Michael Gorelick, Apr personal email
Michael Gorelick, Apr phone numbers
Raise Your Expectations. Expect a Different TPA Experience.For over 3 decades, Benefit Equity, Inc. (BEI) has been the "go-to" TPA partner for small-to-mid-sized businesses and their trusted advisors & tax professionals in the community. We are experienced enough to provide outstanding resources, yet nimble enough to provide complete flexibility for our clients. What our clients say they appreciate most about working with our experienced team is our industry knowledge and that we consistently exceed their expectations.
Benefit Equity Inc.
View- Website:
- benefitequity.com
- Employees:
- 19
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President And Senior Pension ConsultantBenefit Equity Inc.Santa Ana, Ca, Us
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President/Senior Pension ConsultantBenefit Equity Inc. Oct 2016 - PresentSanta Ana, Ca, UsTo oversee the company’s operations, manage and develop our sales team & provide strategic direction.Additionally, I am involved with the consulting, plan design and support to Financial Advisors, Wealth/Money Managers, Financial Planners and Business CPA's throughout Southern California with their client's qualified retirement plan needs. I am a frequent speaker at industry functions, events, seminars & webinars. My goal is to educate our strategic partners on advanced retirement plan designs so they can focus on their core competencies.
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Vice President - Pension ConsultantBenefit Equity Inc. Aug 1995 - Oct 2016Santa Ana, Ca, UsPrimary duties include developing and maintaining relationships with key strategic partners, ie. Financial Advisors, Insurance Agents, 401(k) providers, CPA's and other financial institutions. Other duties include: plan design analysis, point of sale/consulting, client retention, annual plan & benchmarking reviews and group employee education.
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MemberTpabenchmark.Com Jan 2018 - PresentMassapequa Park, New York, UsTPAbenchmark.com is an organization that brings a growing list of industry-leading TPA owners & leaders together for the purpose of collaborating, sharing and learning from each other. Through a combination of TPA-owner focused events to help our members GROW, advisor events to help our members connect with new distribution, and discounts to help members SAVE – they are committed to delivering value-added, bottom-line benefits to the TPA firm owners & leaders that they are privileged to call members! -
Accredited Pension Representative (Apr)National Institute Of Pension Administrators (Nipa) Mar 2010 - PresentChicago, Il, UsThe National Institute of Pension Administrators (NIPA) is a national association representing the retirement and employee benefit plan administration profession. It was founded with the idea of bringing together professional benefit administrators and other interested parties to encourage greater dialogue, cooperation and educational opportunities. NIPA's goal is to improve the qualityand efficiency of plan administration. The APR designation was created to educate Pension Consultants and other Retirement Planning Professionals who design and sell retirement plans. -
Strategic Business PartnerOrange County Medical Assocation Dec 2012 - Dec 20182018 SeminarsSeptember 26th - "Long Tern Care Insurance" - a look at its characteristics, features and benefits2016 Seminars:February 18th - "Employee Performance Management", Guest speaker: Steve Smith - GrowthSource Coaching2014 Seminars:September 17th - What do seniors need to know about Medicare? June 4th - Myths & Misinformation about Social Security
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Executive RecruiterGorelick & Associates, Inc. Mar 1988 - Aug 1995Placed Executive and Middle Management for Sales & Marketing positions within the consumer product industry. Specialized in Sales Technology and Category Management positions. Also assisted candidates with resume development and interview preparation techniques.* Member of First Interview (Largest sales recruiting organization in US at that time) * Top 20% Award 6 out of 7 years* $100,000 Producer Award 1991
Michael Gorelick, Apr Skills
Michael Gorelick, Apr Education Details
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California State University, FullertonBusiness Administration & Marketing -
Saddleback CollegeBusiness Aministration
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San Diego State UniversityGeneral Studies
Frequently Asked Questions about Michael Gorelick, Apr
What company does Michael Gorelick, Apr work for?
Michael Gorelick, Apr works for Benefit Equity Inc.
What is Michael Gorelick, Apr's role at the current company?
Michael Gorelick, Apr's current role is President and Senior Pension Consultant.
What is Michael Gorelick, Apr's email address?
Michael Gorelick, Apr's email address is mg****@****cma.org
What is Michael Gorelick, Apr's direct phone number?
Michael Gorelick, Apr's direct phone number is (714)-480*****
What schools did Michael Gorelick, Apr attend?
Michael Gorelick, Apr attended California State University, Fullerton, Saddleback College, San Diego State University.
What are some of Michael Gorelick, Apr's interests?
Michael Gorelick, Apr has interest in Cooking, Music, Painting, Golf, Community.
What skills is Michael Gorelick, Apr known for?
Michael Gorelick, Apr has skills like Retirement Planning, Pensions, Consulting, Erisa, Sales, Retirement, Employee Benefits, Profit Sharing, Business Planning, 401k, Benchmarking, Small Business.
Who are Michael Gorelick, Apr's colleagues?
Michael Gorelick, Apr's colleagues are Christine Bennett Qka, Edna Makhani, Ellen Juan, Bethany Van Mill, Wendy Gorelick, Ryan Morales, Joan Marceau Joan Marceau.
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