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.

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

 

 

 

 

Keri Lopez

President, Employee Benefits

(925) 937-5858   

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