Workplace Retirement Solutions
  • We are excited to announce that California Investment Trust and this website is now dedicated to our Retirement Plan Group. We offer long-term investment strategies, detailed plan administration, responsive customer service, ongoing education and support for plan participants and plan sponsors.
    Learn More
  • California Investment Trust offers bundled work place retirement plans to small businesses and not-for-profit organizations. In response to the needs of these smaller businesses, we offer affordable options that provide the opportunity to invest without being burdened by unnecessary fees.
    Learn More
  • We offer plan participants access to their accounts at their convenience, either online or over the phone. Participants can review their account information and make changes 24 hours a day online. Or contact us directly – we look forward to serving you.
    Learn More
  • At California Investment Trust, we understand the challenges sponsors face and offer the experience and resources to help with every aspect of plan management. We partner with our clients to provide ongoing flexibility and support in plan design, investment selection, and employee services. What our clients love most about us is our responsive customer service and “single point of contact” service strategy.
    Learn More