It's Your Plan

Learn how we can help you retire your way.
Free Consultation

WHO WE ARE

History Icon

HISTORY

Since 1969, California Pensions has provided a complete range of self-directed retirement plan services for participants and plan sponsors.

Since we recognize that one type of investment structure does not work for every situation, we do not sell, require or recommend any investment products. Instead, we believe in freedom of asset choice.

Mission

MISSION

As a company, our goal is to ensure that our clients are able to support their employees through a well-managed, affordable employee benefit solution while also saving themselves the burden of self-administering their plan.

We are dedicated to providing a range of retirement plan services for both defined benefit plans and defined contribution plans.

Culture Icon

CULTURE

Our people are the reason why we have been so successful in delivering a highly responsive service orientation. The average length of service for our employees is over 15 years.

As a provider for primarily mid- to small- market plan sponsors, we know to adapt to the changes of plans that come with mergers, acquisitions, and other adverse conditions like bankruptcy and closures.

WHO WE HELP

ADVISORS

One of the most important relationships a financial advisor can develop to meet the demands of current and future clients is to find a trusted third-party administrator (TPA) to work with. At California Pensions, we invest in our advisors-partners to help them identify, win and retain retirement plan business

advisors meeting with young couple

CPAs

Retirement plans are an invaluable tool for CPAs to use to help reduce client tax liability. By partnering with a TPA firm such as California Pensions, CPAs and accountants can deliver plan designs that meet their client’s needs and pass muster from a regulatory perspective.

woman meeting with female employee

WHOLESALERS

When partnering with wholesalers, TPAs can share best practices and help retain plans. For wholesalers who want to focus on positive outcomes, supporting financial professionals, and the sale of qualified retirement plan products, California Pensions can provide the expert support wholesalers need.

business man smiling at camera

EMPLOYERS

California Pensions uses software applications and deep knowledge of the regulations to administer retirement plans for both private and public employers. Our team of retirement professionals is dedicated to helping employers get the most out of every dollar.  

smiling business man in hard hat

NON-PROFITS

We also service retirement plans for nonprofit organizations and government entities. For nonprofit organizations, California Pensions can help with common challenges such as plan documents, reporting, eligibility, and compliance.

women voluteering at food bank

START-UPS

We know that small business owners sometimes need help maintaining retirement plans and other benefits for their employees. We offer a variety of plans so employers can choose the one that best suits their needs and those of their employees.  

groups of employees in busy office building

PROFESSIONALS

For single employee companies and professionals who handle their own benefits program, California Pensions can be an essential partner. Services we can provide include: designing and implementing plan benefits, preparing plan documents, handling form distribution and loans and more.

group of employees smiling and posing for camera

CHECK OUT OUR LATEST BLOG POSTS

Understanding Your Fiduciary Duties: A Primer for Plan Sponsors and Administrators

It’s crucial for keeping the trust of your participants and running a successful retirement plan. Here, we’ll walk you through what fiduciary duties mean

ERISA Compliance Roadmap: Mastering 2025 Annual Notices 

The complexities of annual notices and disclosures can be daunting, but understanding these requirements is vital for both sponsors and participants.

Complying with 401k Restatement Requirements

401(k) restatement requirements are essential components of plan management, ensuring that retirement plans comply with evolving legal and regulatory guidelines

Your Non-Qualified Plan Questions Finally Answered

There’s a lot to know about non-qualified retirement plans that isn’t widely talked about. Let’s discuss all you need to know about a non-qualified plan.

Mastering Fiduciary Duty: A Guide for New Admins

You’ll find you have many responsibilities, a key amongst them being your fiduciary responsibility. But when it comes to your fiduciary duty, what’s involved?

LOGINS

MYMONEY LOGIN

For Participants

OUR PLANS

For Sponsors & Advisors

SHAREFILE LOGIN

Please Contact Us using the below form if you don't have a Plan Sponsor/Advisor.

CAREER OPPORTUNITIES

We are a service-oriented benefits firm based in Southern California that offers its employees the chance to work in a positive organizational culture with competitive compensation and opportunity for personal growth. We are looking for amazing and talented team members with good time management and organizational skills to help us manage client retirement plans and deliver best-of-class client service. Think you have what it takes? Drop us a line and let's get the conversation started.

FREE CONSULTATION

We help organizations of all sizes navigate the complex regulatory landscape while delivering plan design and administration services, guided by our experience and knowledge. We'd love to discuss your priorities and identify clear strategies to help you achieve your goals and prepare for your future. Contact us today for your free consultation.