Retirement Consulting

We can help you sort through the many choices in retirement programs to create one that aligns with your corporate objectives and helps employees meet their goals. Part financial experts, part strategists, part analysts, and part communicators, we address all aspects of your employee retirement plans: investments, legislation, compliance, cost control, reporting requirements, ethics, and more. We’ve got a big-picture view of the future and the right tools and resources to help you build and maintain a well-planned retirement strategy.

Retirement-Consulting Services

Plan consulting
Plan design
Plan integration and transition
Plan enhancement
Retirement-plan governance
Compliance services
Tax reporting
Actuarial services

Retirement-Consulting Products

Qualified Plans

401(k) Plans

Safe Harbor Designs
Safe Harbor plans eliminate the need for nondiscrimination testing.
Roth Feature
A Roth 401(k) feature can be included in your plan to enhance the benefits to your employees.
Self-Directed Accounts
Self-directed accounts can be set up and maintained within the plan, offering participants a choice of any stock, bond, or mutual fund combination.

403(b) plans
Defined benefit plans
Cash-balance plans

Frank Suzuki

Vice President, Retirement Administration

(925) 407-0412

Contact Me