401k Support Services

401k Support Services Employer/Employee Retirement plans:
Plan Design, Third party administration and payroll services accommodated. Risk-management is our expertise.

The foundation to a financial plan is a long term core investment objective with tactical short term ideas. Investment asset classes have distinct risk/return characteristics, and can be combined to meet individual risk tolerances, philosophies, objectives, and preferences. Helping individuals understand and mitigate risk is our specialty. Whether you are starting a family, business, planning for College expenses, retirement or succession, we can help you chart a course.

01/29/2026
๐ŸŒŸ Itโ€™s National Retirement Security Week! ๐ŸŒŸAre you taking the right steps to prepare for a secure and fulfilling retirem...
10/27/2025

๐ŸŒŸ Itโ€™s National Retirement Security Week! ๐ŸŒŸ

Are you taking the right steps to prepare for a secure and fulfilling retirement? Whether youโ€™re just beginning your savings journey or are ready to develop a detailed retirement distribution strategy, now is the perfect time to focus on your financial future.

Let your local Bankers Life team help you design a personalized plan to provide security and peace of mind. Together, we can ensure youโ€™re well-prepared to enjoy all the joys retirement has to offer.

๐Ÿ“ž Contact us today to start planning for your secure retirement!

October is Breast Cancer Awareness Month. Did you know that 1 in every 100 cases of breast cancer in the U.S. are in men...
10/17/2025

October is Breast Cancer Awareness Month. Did you know that 1 in every 100 cases of breast cancer in the U.S. are in men? Read more to understand the signs.

October is Breast Cancer Awareness Month. Marked by pink ribbons, you may scroll by the many posts highlighting the importance of breast health but, as October is Breast Cancer awareness Month: Learn why early screening and detection can save livesโ€ฆjust ask Katie Couric.

June is National Annuity Awareness Month! Looking for more stability and confidence in retirement? An annuity could be a...
07/07/2025

June is National Annuity Awareness Month!

Looking for more stability and confidence in retirement? An annuity could be a smart addition to your plan.

Why consider an annuity?
โœ”๏ธ Principal protection
โœ”๏ธ Tax-deferred growth potential
โœ”๏ธ Protection from market loss
โœ”๏ธ Predictable income, even for life
โœ”๏ธ Legacy protection with a death benefit

Letโ€™s connect and explore how annuities can help secure your financial future.

Thank you Pope Francis RIP โœ๏ธ for your spiritual guidence, compassionate nature and exemplar leadership. You showed cour...
04/22/2025

Thank you Pope Francis RIP โœ๏ธ for your spiritual guidence, compassionate nature and exemplar leadership. You showed courage to face difficult issues, helped many find peace and gave stage to the voices of the LBGTQ+ communities around the world ๐ŸŒ May perpetual light ๐ŸŒ… shine upon your soul. ๐Ÿ™๐ŸฝAmen.

Happy Heavenly Birthday Rev. Dr. Martin Luther King jr. Thank you for being a light in the darkness and uniting the dise...
01/18/2024

Happy Heavenly Birthday Rev. Dr. Martin Luther King jr. Thank you for being a light in the darkness and uniting the disenfranchised , in a time where faith in human kindness was at risk of extinction

Happy Earth ๐ŸŒŽ Day everyone.! Our understanding of the environmental impact that 200 years of industrialization has cause...
04/22/2023

Happy Earth ๐ŸŒŽ Day everyone.! Our understanding of the environmental impact that 200 years of industrialization has caused, touched home for many people around the world on 7/20/1969. That was when landed Apollo 11 on the moon. For the first time in humankind history, we were able to see our from outer space. Thanks to grassroots groups and individuals actions, we are helping reduce and repurpose waste. Many private endowments and land trusts around the world are reforesting pastures, introducing nutrients to the soil over time. Other initiatives like ocean plastic clean up, recycling, composting and Carbon sequestration projects are helping. We now know that the hole in the Ozone at the North Pole, caused by CO2, Methane emissions and other toxic gases, is starting to close. We have a long and steady journey ahead.
is the only way we will save the planet and leave a legacy for our future generations to follow.
https://www.facebook.com/reel/498272205518612?fs=e&s=TIeQ9V&mibextid=0NULKw
www.recology.com

Happy World ๐ŸŒ Volunteer Day..!! Please give a little of your time today to a person or cause you believe in. There is no...
06/04/2021

Happy World ๐ŸŒ Volunteer Day..!! Please give a little of your time today to a person or cause you believe in. There is no greater joy than to give hope and uplift someone in need. Without expecting compensation or anything in return. ๐Ÿ™๐Ÿพ

Happy World ๐ŸŒ Volunteer Day..please give a little of your time to a person or cause you believe in. There is no greater joy than giving without expecting...

05/12/2021

A peaceful rally in support of the people of Colombia ๐Ÿ‡จ๐Ÿ‡ด suffering human rights violations, including 26 innocent people killed while on peaceful marches, in cities like , 2021.

Address

16855 West Bernardo Ste. 360
San Diego, CA
92127

Opening Hours

Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 1pm
Saturday 10am - 1pm

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