RETIREMENT SERVICES DIVISION


An effective retirement plan will help you attract and retain top-notch executives and employees. Barney & Barney's Retirement Services Division provides in-depth brokerage and consulting services to employer sponsors of qualified (401[k] plans) and non-qualified (executive benefit) employee benefit plans. We offer a broad range of experience in the pensions and investment marketplace. With more than 20 years experience, our Retirement Services team has relationships with the largest top retirement plan providers and insurance companies.

Among the services we provide are:
  • Plan Design
  • Plan Document and Summary Plan Description Review
  • Fiduciary Responsibilities
  • Due Diligence
  • Employee Communications & Education
Retirement Plans Offered
  • 401(k)
  • 403(b)
  • Profit Sharing
  • SIMPLE
  • Non-Qualified Deferred Compensation
  • Defined Benefit Plans
  • Buy-Sell Funding
  • Key Person
  • Money Purchase Pension Plans
For a complimentary evaluation of your current plan similar to that which is conducted by the Department of Labor, click here.

20 Steps to 404(c) compliance
For more information, please contact:

Bill Peartree
Director, Retirement Services
(858) 550-4978