Secured Retirement Incorporated
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Business description
Secured Retirement Incorporated (SRI) was founded in 1981, as an alternative to high cost of third party administration of qualified retirement plans
Secured Retirement Incorporated (SRI) was founded in 1981, as an alternative to the high cost of third party administration of qualified employee retirement plans. We specialize in the administration of 401(k) and Safe Harbor 401(k) Plans, as well as Profit Sharing and Defined Benefit Plans. Our motto is: "Providing business owners an economical solution to the high cost of qualified retirement plan administration." To that end, SRI operates with complete independence from investment relationships and continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans and assuring SRI's independent interaction with
General information
Estimated number of employees: | 2 to 4 | |
City / suburb: | Brea, CA | |
County: | Orange |
retirement planning services
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