California Pension

California Pensions, established in 1969, is a leading provider of self-directed retirement plan services for participants and plan sponsors. With a focus on freedom of asset choice, they do not sell or recommend any investment products, allowing clients to retire their way. Their dedicated team of retirement professionals ensures that employers, advisors, CPAs, wholesalers, nonprofits, start-ups, and professionals receive comprehensive retirement plan services tailored to their specific needs.

With over 15 years of average employee service, California Pensions prides itself on delivering highly responsive service and adapting to changing circumstances such as mergers, acquisitions, and adverse conditions. They offer a range of retirement plan options, including defined benefit and defined contribution plans, and provide expert support to financial professionals and wholesalers. Whether it's administering retirement plans for private and public employers, assisting nonprofit organizations with compliance, or helping small business owners maintain retirement plans, California Pensions is committed to maximizing the value of every dollar for their clients.

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