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We define all expectations, then craft a custom plan tailored to every request. Our administrative consultants are easily accessible and personally responsible for your plan. We provide reliable, competent advice, adhere to a detailed quality control system, and maintain proactive client communication with regular service reviews. Click below to learn more about our plans and services:

Baylis Resnick, VP and Senior Pension Consultant and Amanda Asherson, Pension Consultant will be presenting at the July 18, 2008 meeting of the Ventura Chapter of the Financial Planners Association.

Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on July 24, 2008 to InterSecurities, Inc. on DC2- Defined Contribution Advanced.

Ed Dillon, Sales Manager and Senior Pension Consultant and Amy Eggert, Pension Consultant, will be making a presentation on August 14, 2008 to InterSecurities on DB- Defined Benefit.

Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on September 11, 2008 to InterSecurities, Inc. on 403(b).

On-line access of your Self Directed IRA is now available!  Sign up here.

Polycomp featured articles in trade journals:

Polycomp is also quoted in Wall Street Journal and Prosper Magazine regarding the Roth 401(k), and was profiled in San Fernando Valley Business Journal and Sacramento Business Journal.

 



View The Spring Webinar Series.


To take survey, Click here for more information.



 


Quarterly $100 Winners!

Defined Benefit Pension Plan

San Diego

Coast Surgery Center

401(k) Profit Sharing Plan and Trust

Thanks to all who participate. 

We value your feedback.

   
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