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.
1956A Pescadero Road
Pescadero, CA 94060
(888) 879-1846

Click here for our complete contact information.

We take the security and protection of your information very seriously, and to that end we are using ShareFile to safely and securely exchange files with our clients and business partners.

To access your Peery ShareFile folder, please enter your login information below. If you do not currently have a login and password, please contact your Peery representative or Trey Whitehurst.

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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."
© 2002 - Peery & Associates, Inc. All rights reserved.