Business Retirement Plans

Attentive Investments provides full management of financial benefits for our business clients. With the help of our team, your business can offer 401(k) plans and other benefit packages for your employees, without having to worry about paperwork or constantly monitoring investments. Our status as a 3(38) fiduciary reduces liability for your company and allows us to provide the highest standards of management and customer care for you and your employees.

Employee Benefits

Employee benefit plans take many forms. Here are some of the most popular for large employers.

401(k) Plans

Offer tax-advantaged investment options to your employees with a fully managed 401(k) plan. Attentive Investments handles the plan investment policy and management, and all of the paperwork on your behalf.

Deferred Compensation Packages

Deferred Compensation allows high income-earners to put away funds for retirement. Plans can be structured in many different ways, and Attentive Investments can help you determine which plans offer the best earnings potential for your employees.

Defined Benefit Plans

A contractual arrangement between the employer and employees, a defined benefit plan offers pension and other annuity benefits for retirement. Attentive Investments helps our clients manage the paperwork and investments for your company's defined benefit plans.

Financial Education Events

Retirement and benefits plans can be confusing! As part of our business services, Attentive Investments offers onsite financial education events for your employees, explaining how your company's benefits and retirement packages work and helping employees determine the best options for their situation. Financial education is a morale-booster and provides employees with peace of mind knowing that their retirement funds are being professionally and actively managed.

Financial Education Events

Learn about the Attentive Process

We pride ourselves on the level of service that we provide for each client. Learn what you can expect when you work with us.

The Attentive Process

Education for Large Businesses

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Need services for a smaller business?

Small Business Benefits

Don't go it alone.

Set up a free consultation with our Investment Managers and simplify your benefits management!

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

(209) 636-4931

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.