About Us

401(k) Professionals, Inc. is a California corporate retirement services firm that provides consulting and fiduciary advisory to plan sponsors of both defined contribution, and defined benefit plans.  

The firm’s 35 year history has forged relations with tier one industry vendors, such as compliance and record-keeping services, so we offer exceptional resources & highly specialized solutions to maintain a plan that may better suit your business needs & overall goals.  

We search & monitor the retirement marketplace for the most optimal plan for businesses that desire better performance and employee participation. Our clients range from large to small corporations across many different industries

As experts in retirement savings strategies, we notice many employees report they do not feel they have access to enough financial services tools that would be most helpful to them. By providing an adequate cadence of educational & enrollment meetings, plus one on one interactions, we encourage a plan participant’s confidence in their financial choices.

Our Mission

The mission of 401(k) Professionals is to build lasting relationships with businesses, plan sponsors and plan participants while setting the highest standards of excellence. As a qualified retirement plan consulting company, we counsel plan sponsors and trustees to recognize their fiduciary responsibility and help protect them from the enormous personal and corporate financial liabilities related to their 401(k) plan.