Pacific Retirement Plans Inc

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id: 27043520
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216 N San Mateo Dr
San Mateo, CA 94401

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(650) 696-9600
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Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021
Owner Message
  • Our Company*Founded in 1965, Pacific Retirement Plans Inc (PRP) Has Been in Business for Over 40 Years Providing Services to Qualified Retirement Plans of All Sizes. Our Office Provides Personal Service and Easy Access to Qualified and Experienced Staff.*Staff Credentials Include: Enrolled Actuary, Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator and Enrolled Agent.

    Plan Design and Consulting*Compliance and Non-Discrimination Testing*Plan Documents, Summary Plan Descriptions, Notices and Forms*Administration, Contribution Calculations and Record Keeping*Preparation of IRS Forms 5500 and Fillings, 1099-R and Much More*Actuarial Certification of Defined Benefit Pension PlansPlan Designs Include:*Regular and Roth 401(k) Plans*Traditional and Safe Harbor 401(k) Plans*Traditional, Employee Class and Cross-Tested Profit Sharing Plans*Money Purchase and Target Benefit Pension Plans*Defined Benefit Pension Plans*One-person 401(k) and Defined Benefit Plans*Daily Valued Individual Account Plans and Traditional Pooled TrustsPlans for Corporations, Partnerships, Sole Proprietors, Non-Profit Organizations, Limited Liability Companies and Limited Liability Partnerships

Additional information
  • Hours: By appointment
  • Neighborhoods: Central San Mateo, Nrth Central
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