Secured Retirement Incorporated (SRI) was founded in 1981. 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 Retirement Plan sponsors with solutions to retirement plan installation and annual administration." To that end, SRI 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. SRI is an Approved Third Party Administrator and maintains relationships with many of the top investment custodians and financial advisors of your choice. To assist the Plan Sponsor with his "due diligence" we can refer these investment custodians for interview.
SRI's commitment to prompt, courteous and professional plan administration remains the cornerstone of service to our clients. After nearly 20 years in La Habra, SRI relocated to our new offices in the city of Brea, CA, in September 2000.
Secured Retirement Incorporated is a proud member of the National Institute of Pension Administrators.