ABOUT US

Founded in 1985, The California Investment Trust Retirement Plan Group offers bundled work place retirement plans to Small Businesses and Not-for-Profit organizations. We partner with our clients to design a plan and service delivery model that best meets the ever-changing needs of plan sponsors and plan participants. We provide ongoing flexibility and support in plan design, investment selection, and employee services.

What our clients love most is our responsive customer service for plan participants and our “single point of contact" for plan sponsors. We provide individualized support to ensure a successful retirement plan benefit. Rather than rely on website calculators, video tutorials, and mass email communications, we bring hands-on support and education based on sound behavioral economic principles.

We provide:

• On-site customized enrollment, education, and support
• Affordable, detailed, comprehensive third-party plan administration
• Webinars
• Telephone and email support services

Investment options:

• The retirement platform we use provides thousands of no-load or load waived mutual funds, ETFs and an Ameritrade Brokerage Window option.

Fund families often used by our clients include: