1104 Palm Street
San Luis Obispo,
401(k) Services for Employers & Employees
We provide 401(k) guidance for both employers and employees. We help you lower your fees, reduce your HR workload, and manage your fiduciary exposure.
Central Coast 401k strives to minimize a plan sponsor’s efforts in running a successful retirement program by simplifying the process. Take advantage of the most efficient platform for your needs, including fiduciary liabilities, financial wellness programs, 1-on-1 guidance, and more.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
We strive to reduce the day to day responsibilities of running a plan so you can focus on other company priorities. Is your current plan efficient or frustrating?
We help the CEO reduce fiduciary exposure, the CFO lower the fees, and the HR department save time and effort by providing advice from CERTIFIED FINANCIAL PLANNERS™.
Enjoy simple, straightforward one-on-one advice about how your 401k plan is part of youroverall retirement.
We work to reduce your fees, better educate your employees, save the HR department time and reduce fiduciary exposure to allow the plan to truly function as a valuable employee benefit.
- Robert Kiyosaki
- Warren Buffet
- Benjamin Franklin