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401 (k)
American Money Management
Contact: Mickey Christian
P.O. Box 675203/ 14249 Rancho Santa Fe Farms Rd.
Rancho Santa Fe, CA 92067
(888) 999-1395
(760) 448-5179
Fax: (858) 259-6906
e-mail: mchristian@amminvest.com
Website: www.amminvest.com
Products/services: 401(k)
Min.Size: 10
Serving: CA
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American Safe Retirements, LLC
Contact: Joe Barkate
1701 W. Northwest Highway, Ste. 100
Grapevine, TX 76051
(214) 641-5363
(800) 277-8464 (800) ASR-U-GO4
(817) 796-1616
e-mail: joe@americansaferetirements.com
e-mail: rich@americansaferetirements.com
Website: www.nomarketrisk.com
Website: www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Settlements
Min.Size: 1
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John Hancock Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 Ext. 246
(800) 766-2685
Fax: (818) 552-3420
e-mail: derek_macdougall@jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region
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National Retirement Services, Inc. (NRS)
Contact: Kevin Spaeth
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
Fax: (714) 622-3189
e-mail: kevin.spaeth@nrservices.com
Website: www.nrservices.com
Products/Services: 401(k)
Serving: Nationwide
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Innovative Pension Strategy & Design
14251 Danielson St.
Poway, CA 92064
(858) 218-3440
Fax: (858) 748-0615
e-mail: mike@innovativepension.com
Website: www.innovativepension.com
Products/Services: 401(k)
Min. Case Size: 1
Serving: Nationwide
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Pacific Administrators
Contact: Felix Acajabon
74-133 El Paseo, Ste. 11
Palm Desert, CA 92260
(800) 427-4549 Ext. 240
(760) 340-1287
Fax: (760) 341-2148
e-mail: felixa@pagroup.us
Website: www.payprogo.com
Products/Services: Section 125, COBRA, Pension 401(k), TPA’s, Payroll
Serving: Nationwide
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PayPro Administrators
Contact: Bobbi Hamilton
6180 Quail Valley Ct.
Riverside, CA 92507
Cell Phone: (951) 897-6085
(951) 656-9273 ext. 226
(800) 427-4549
Fax: (951) 656-9276
e-mail: bobbih@pagroup.us
e-mail: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
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Polycomp Administrative Services Inc.
Contact: Baylis Resnick
Contact: Amanda Asherson
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
e-mail: bresnick@polycomp.net
e-mail: aasherson@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Retirement Plans
Min. Case Size: 1
Serving: Nationwide
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PRB Financial Group
Contact: Thomas O. Michel
1925 Century Park East, Ste. 400
Los Angeles, CA 90067
(310) 551-3125
Fax: (310) 551-0327
e-mail: tmichel@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.
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Symetra Finacial
Contact: Scott Bartholomaus
777 108th Avenue NE, Ste. 1200
Bellevue, WA 98004
(425) 256-8003
Fax: (866) 817-8776
e-mail: scott.bartholomaus@symetra.com
Website: www.symetra.com
Products/Services: 401(k), 403(b), ERISA
Serving: Nationwide
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Trilogy Financial Services Inc.
Contact: Ken Beber
1000 Lakes Drive, Ste. 325
West Covina, CA 91790
(626) 918-6479
Fax: (775) 923-5735
e-mail: Kenneth.beber@trilogyfs.com
Website: www.trilogyfs.com
Products/Services: 401(k)
Minimum Group Size: 25
Serving: Nationwide