WHO WE ARE
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
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
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
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.
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.
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.
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.
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.
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.
CHECK OUT OUR LATEST BLOG POSTS
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.