Peery & Associates Email Format

Financial ServicesCalifornia, United States2-10 Employees

Peery & Associates, Inc. operates in the financial services sector, specializing in retirement plan design and administration for investment advisors, businesses of varying sizes, and nonprofit organizations. The firm emphasizes participant enrollment and education as central to the effectiveness of 401(k) and 403(b) plans, while addressing fiduciary concerns and compliance responsibilities such as nondiscrimination testing, actuarial services, audit support, plan corrections, and participant communications. Located in Pescadero, California, the company positions itself as a partner that helps clients manage regulatory changes and maintain appropriate notices and disclosures, including the required expense disclosures for participants. The organization highlights its credentialed staff and ongoing education as a foundation for staying current with evolving regulations, and notes a history of responsiveness and client collaboration, with a customer base that has included hundreds of retirement plans seeking consulting and administration services. The provided information suggests Peery & Associates serves small to mid-sized organizations and nonprofits within the broader financial services landscape, focusing on compliance, education, and risk management related to retirement plans.

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