Your provider says everything’s fine.
Your gut says otherwise.

If you’re running a business, you already wear too many hats. Adding “401(k) expert” to the list? No thanks.

Most growing companies already have:

• a payroll provider
• a recordkeeper
• investment options
• compliance support
• multiple vendors touching the plan

What they often don’t have is a true point person overseeing the whole thing.

Who’s running point on the 401(k)?
HR? Payroll? Your advisor? Your TPA? You?

That’s where I come in.

I help California business owners oversee the operational and fiduciary side of their retirement plan — coordinating vendors, supporting employees, monitoring fees and investments, helping with audits and compliance, and making sure issues are handled before they become bigger problems.

Hardship request? Loan issue? Audit prep? Payroll problem? Vendor finger-pointing? Participant confusion?

You call me. I handle it.

And here’s something most advisors won’t tell you:
Not every business needs a 401(k). Sometimes the right answer is to simplify things, change direction, or shut a plan down entirely. Good advice isn’t about forcing a product. It’s about helping you make smart decisions for your business and your employees.

No call centers.
No finger pointing.
No one-size-fits-all solutions.
Just practical oversight, clear advice, and accountability.

Services include:

• 401(k) and Profit Sharing Plans

• Defined Benefit and Cash Balance Plans

• Startups, Conversions, or Plan Reviews

• Bundled, Unbundled, or “Let’s-fix-what-you’ve-got” Solutions

• TPA oversight or full plan design and administration

Whether you’re building from scratch or fixing a mess someone else left behind, we’ll meet you where you are—and help you get where you need to be.