No hidden fees. We work with you to reduce costs and give you value added experienced service. No advisor fees for investment allocation, re-balancing, and assistance.
We don’t limit you to 1 investment company. We allow you to have any and all funds you would like to offer and tailor each portfolio to each employee’s independent needs.
We review current investments with your employees to make sure they are on track for their retirement goals. We provide plan advice & help them set contribution & retirement goals.
We Build Lasting Relationships
At Cal401K we are dedicated to working long-term with our clients. It is our mission to provide outstanding service while helping you prepare for your retirement. Our agents and customer service representatives are here to serve you whenever you need us.
We allocate and provide investment advice based on retirement goals.
Reduce Administration Cost
We work with you to find plans that will be the most cost effective for your business.
Improve Overall Service
We are available by phone, email, and in person to answer all questions by your employees and staff. No long holds or third party companies that don’t have a personal understanding of your business.