Professional Assistance with Retirement Plans for Your Employees

Our services

Ensuring that your employees future retirement needs are catered for can be complicated. Secured Retirement Incorporated can assist you in securing and installing retirement plans for every member of your business. We specialize in the administration of 401(k) and Safe Harbor 401(k) Plans, as well as Profit Sharing and Defined Benefit Plans. Please contact our head office in Brea, CA to arrange a consultation.

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Affordable Assistance with Retirement Plans

Secured Retirement Incorporated was founded in 1981. Our motto is: "Providing Retirement Plan sponsors with solutions to retirement plan installation and annual administration." To that end, Secured Retirement Incorporated continues to operate on a Fee Schedule basis. This is a conscious effort to offer our clients a fixed administrative expense, which makes it easier for employers to engage our services. You will be able to make accurate annual budget projections regarding qualified retirement plans for your employees.

Approved Third Party Administrator

Secured Retirement Incorporated is an Approved Third Party Administrator and maintains relationships with many of the top investment custodians and financial advisors. To assist the Plan Sponsor with his "due diligence", we can refer you to these investment custodians for an interview.

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Professional Retirement Plan Administration

Secured Retirement Incorporated is committed to providing prompt, courteous and professional plan administration services. Our dedication to maintain the highest possible standards remains the cornerstone of service to our clients. After nearly 20 years in La Habra, Secured Retirement Incorporated relocated to our new offices in the city of Brea, CA, in September 2000.

Secured Retirement Incorporated is a proud member of the National Institute of Pension Administrators. If you are an employer searching for assistance with meeting your obligations to your employees, contact the Secured Retirement Incorporated offices in Brea, CA for more information on our retirement plans.