The Most Trusted Provider of Retirement Plan Services for California Businesses

Design, implement, and manage your company’s retirement plan more cost-
effectively with Campbell Albrecht

Secure your company’s future by leveraging our 20 years of retirement planning expertise and cutting-edge technology

Over 250 businesses of all sizes trust our “in-the-trenches” experience of delivering complete retirement plan services. From plan design, implementation and recordkeeping to actuarial services and government reporting, your custom solutions will be administered using state-of-the-art technology that ensures more efficient and accurate plan management. Your employees will be well-cared for, your bottom line will be healthier, and the IRS/DOL will be satisfied.

We streamline your retirement plan management for maximum ROI

See what our clients are saying about us:

Everyone at Campbell Albrecht is very professional and thorough. I feel confident knowing that everything is being handled.

I appreciate the fact that Campbell Albrecht double checks our 401K postings and immediately make us aware of any discrepancy so it can be corrected right away.

I feel valued as a client no matter how big or small the issue is we're dealing with.

Professional, customer-focused and knowledgeable!

They are professional, knowledgeable and speedy.

The personal attention and support when we need assistance is unmatched.

Comprehensive Retirement Plan Services
with a Personal Touch

Whether you need a supplemental service or a complete retirement solution, you’ll have
a dedicated team of certified experts with you every step of the way

Plan Design and Implementation

We’ll customize a plan that meets the needs of all stakeholders, handle all documentation, and seamlessly integrate it into your business operations

Defined Contribution Plan Recordkeeping and Administration

From eligibility and contributions to trust reconciliation and distribution processing, we’ll ensure a smooth operation for your employees and the IRS

Defined Benefit Plan Actuarial Services and Administration

Our state-of-the-art technology ensures employees get their distributions, financial risk is managed, employer contributions are appropriate, and required documentation is prepared and submitted

Annual Compliance Testing and Government Reporting

Our specialists thoroughly test your retirement plan and handle all government reporting so you’re always in compliance with all federal regulations

Consulting

Whether you need to amend a plan or conduct a benefits study, our experts design and execute roadmaps for any retirement project, ensuring clarity, accountability, and maximum ROI

Preparing your company’s future is easier than you think,
with help from the experts

Enjoy your free consultation to get started and we’ll take care of the rest

1

Consult

Your free quote leads to a
consultation where we learn about the retirement plan needs and goals of your business

2

Strategize

We’ll propose and explain the appropriate solutions, arranged into a strategic roadmap that takes your retirement plan where they need to go

3

Execute

We’ll handle the complete
implementation and administration of the agreed-upon solutions, while you rest easy knowing your future is protected

Get Your Free Quote