California Benefit Planners

Dedicated Defined Benefit Services in Glendale, CA specializes in setting up IRS-approved retirement plans for professionals, small business owners, and individuals with self-employment income. With over 4500 plans opened, their expertise lies in tailored solutions such as the OnePersonPlus Defined Benefit plan and the OwnersPlus Cash Balance Program, offering substantial tax deductions and investment opportunities. Through a dedicated team of plan consultants, they assist clients in maximizing contributions and tax savings, ensuring financial security and growth for their retirement years. Whether it's for sole proprietors, partnerships, or small businesses, Dedicated Defined Benefit Services provides personalized retirement planning solutions to meet diverse financial needs.Generated from the website

Benefit Equity Inc. is a third-party administrator (TPA) specializing in retirement plan administration and consulting for small to mid-sized businesses. They offer services such as custom retirement plan design, compliance testing, and financial planning.

Hayes Financial, Inc. was established in 1982. Our firm excels at providing excellent service on a personal level. We take time to educate our clients about their investment options, helping them to make an informed decision. As an independent agency, we are not restricted to proprietary in-house products, allowing us to offer the most suitable and competitive investment products available. Our agents are licensed to operate as both fee-based advisers and commission-based brokers, depending on the needs of each client.