Company Profile
Company Overview
We are a small pension administration firm, handling the retirement third party consulting for many employer pension plans - Defined Benefit, 401k, Profit Sharing, etc. We are well regarded in the industry, and are located in Westlake Village California, in a very pleasant urban setting with great schools and many activities for kids and parents. Our clients range over the United States: many of our sources of new business are business managers, CPAs, financial planners, and of course our own clients are our best sources of referral.
We are strictly fee for service. Our services include providing plan design advice, as well as preparation of plan documents and amendments, and all aspects of the annual administration including actuarial valuations and preparation of the year end packages of 5500 filings and other reports.
Company History
We have been in business since 1979 in Southern California.