Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans. SRI is an Approved Third Party Administrator and maintains relationships with many of the top investment custodians and financial advisors of your choice. To assist the Plan Sponsor with his "due diligence" we can refer these investment custodians for interview.

Opening Times

Mon

08:30AM - 04:30PM

Tue

08:30AM - 04:30PM

Wed

08:30AM - 04:30PM

Thu

08:30AM - 04:30PM

Fri

08:30AM - 04:30PM

Payment Methods Accepted
INVOICE

Email Addresses

planconsultant@pensionpros.com

Phone Numbers

Main

(714) 256-1070

Fax

(714) 256-1067

Services:
Plan Termination Services, Annual Administration, No Charge Initial Consultation, Qualified Retirement Plan Design and Installation

Brands:
American Funds, John Hancock

Languages:
English

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