Secured Retirement Incorporated

Financial ServicesCalifornia, United States2-10 Employees

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 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 the investment and financial advisors of your choice.

SRI's commitment to prompt, professional and economical 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.

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