We provide consulting services to assist you with your company's retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations.

Plan types administered by Peery & Associates:

• 401(k) Plans
• Safe Harbor 401(k) Plans
• Roth 401(k)/403(b) Plans
• Defined Benefit Plans
• Cash Balance Plans
• Profit Sharing Plans
• Age-Weighted Profit Sharing Plans
• New Comparability Plans
• 403(b) Plans
• 457 Plans
• 401 (a) & (h)
• Nonqualified Plans
• Cafeteria Plans

Peery & Associates, Inc.
213 Stage Road
Pescadero, CA 94060
(888) 879-1846

Click here for our complete contact information.

We are a preferred T.P.A. for the following institutions:

Alliance Partners

ERISA Atorney:

Payroll and 401k integration:

Open Architecture Platforms:

Fidelity Bond Provider:

"The best budget fit, the best business fit, the best benefit."
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