History
Our roots are grounded in corporate sponsored retirement plan design and implementation. The company was started over 46 years ago as a third party administrator for pension plans. We have evolved into a full service consulting firm that aids with plan governance, fiduciary support, investment menu creation, and other valuable services. Each company gets a unique service model that is tailored to their needs.
About US
Situated in Walnut Creek California, Next Step Retirement is a boutique investment consulting firm focused on meeting the needs of employers and their employees. We are specialists in retirement plan consulting, supplemental executive savings plans, specialized insurance for owners/C-suite executives and retirement goal setting for individuals.
