We've been designing custom retirement plans and performing annual administration services for businesses from California to New York for over 25 years! We take pride in knowing that each of our clients has a retirement plan tailored to their unique needs and objectives.
At California Retirement Plans, Inc. we take the confusion out of retirement plan design and administration by providing our clients with the consulting and technical expertise needed to design and operate a retirement plan that is perfectly suited to their needs.We accomplish this by first getting to know our clients, which allows us to present them with an optimal plan design.
At California Retirement Plans, Inc. we take the confusion out of retirement plan design and administration by providing our clients with the consulting and technical expertise needed to design and operate a retirement plan that is perfectly suited to their needs.We accomplish this by first getting to know our clients, which allows us to present them with an optimal plan design.
Services
California Retirement Plans has been providing full-service employer sponsored retirement plan administration and consulting since 1992. We assist employers in the design, implementation, administration and communication of a wide range of qualified retirement plans. Our commitment is to provide these services to our clients in a timely, accurate and cost-effective manner.
We take time to get to know each of our client's goals and needs. This ensures we are able to design a retirement plan that fits perfectly with their business' objectives. We scrub the census data and complete the compliance testing each year so our clients can rest easy, knowing that their plan is compliant with the latest IRS and DOL regulations.
A qualified plan must meet a certain number of requirements as set forth in the Internal Revenue Code such as minimum coverage, participation, vesting and funding requirements. Whether you are a sole proprietor, partnership, LLC, LLP or a corporation, there are several types of qualified retirement plans that can meet your needs.
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