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What We Do

At Central Coast 401(k), we help the fiduciaries/investment committee and we help your employees with their overall financial wellness beyond the retirement plan options. Participant education and proper plan design are essential to a successful retirement plan.

Working with your retirement plan committee, we can assist in coordinating a personalized, segmented program tailored to your firm’s demographic needs. We strive to help you lower your fees, reduce your fiduciary exposure, and save HR time administering the plan. Just like having the right tool for the right job, it is essential to help you reduce the complexity and increase the value of the 401k to your employees and get them prepared for retirement.

We help the fiduciaries/investment committee and we help your  employees with their overall financial wellness

To learn how we can help you plan for a more secure financial future, send us a quick email or call the office. We welcome the opportunity to speak with you.

info@centralcoastwm.com | 805-439-0370