About Us

401(k) Professionals, Inc. is a corporate retirement plan services firm that provides consulting and fiduciary advisory services to plan sponsors of both defined contribution, and defined benefit plans. We actively search & monitor the retirement marketplace for the most optimal plan for your business.

As experts in retirement savings strategies, we notice many employees report they do not feel they have access to enough financial and benefit services tools that would be most helpful to them. Our goal is to inform participants to a level of understanding that gives them confidence in their own financial goals, and we set ourselves apart as a firm by being readily available by phone, email, video calls…or in-person. 

Our clients range from large to small corporations across many different industries. We have been proudly consulting for over 35 years within the state of California.

Your retirement plan success is forged by our mission and grounded in a thorough understanding of the corporate retirement plan market. With an eye toward innovation and experience in all aspects of retirement planning, 401(k) Professionals brings a dedicated approach to maintaining a plan that will add superior value & service for the participants.

Our Mission

The mission of 401(k) Professionals is to build lasting relationships with 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.

Our goal is to optimize investment opportunities and help retirement plan participants become comfortable developing and managing their financial security.