2530 J Street, Suite 230

Sacramento, CA 95816

(916) 669-2355  

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Our firm has provided client service in the Sacramento area since 1988 for a diverse cross section of business, including professional, service, manufacturing and not-for-profit enterprises.  Key aspects of our firm include:

Total commitment to serving our clients in a quality and cost-efficient manner

• Responsible for the design and implementation of all types of employer sponsored retirement plans, including Defined Benefit, Target Benefit, Defined Contribution, 401(k), 403(b) and Section 125 plans

• Emphasis on providing administrative services tailored to suit the requirements of our clients

• Emphasis on providing services to professional, closely held medium-sized businesses and not-for-profit organizations

• Technical team which enables us to maintain continuity of service for our clients with 20 years experience in Qualified Plan Administration

Our practice is built upon a foundation of technical competence, with emphasis on personalized, consistent and timely service.  We are client-orientated.