Retirement plan administration, compliance, and investments tailored to fit your business.
Call us today at (619) 942-4510 to learn more. Click here to schedule a meeting or a call.
Setting up a retirement plan is a process, not a transaction. Establishing a plan is just the beginning. We will be with you every step of the way.
Our mission is to help you create a retirement plan that works for you and your company.
401(k) Solutions Designed to Help Reduce Complexity and Risk to the Employer
Understanding the options available, costs associated and steps required to run a 401(k) plan can be daunting—especially for a small business owner already wearing multiple hats. We will work with you to streamline your plan and simplify it to meet your objectives.
Defined Benefit, 401(k), TPA or Bundled Solutions
There is no one size fits all approach to retirement plans, especially for a small business. Your 401(k) or Pension Plan may be as unique as you are. We will work with you to customize a solution that fits your unique objectives.
Jason Brady, AIF
Jason has spent his entire career working on retirement plans, starting in 1996 as a college intern for a Third Party Administration (TPA) firm in his hometown of Cleveland, OH. He came to California in 2001 with everything he could pack into the trunk of his car and settled in Santa Barbara. In 2006 he found his way to San Diego, and over the course of his career he has worked for small mom and pop firms, and large multi-national corporations. Jason has worked on retirement plans of all shapes and sizes, from one person plans to plans with thousands of participants and has a broad range of experience in the 401(k) industry. Jason started Mission Retirement Consulting in 2019 to focus on helping the small business owner with their retirement plan needs. What he learned in his experience is the small business owner often needs the most help, but the small business owner often has the hardest time finding the right service providers.
For the last 15 years Jason has called San Diego home. He lives with his wife, Heather; daughter, Grace and son, Lucas in the North Park neighborhood of San Diego. When they have free time the Brady family loves to go camping, hiking, spend time at the beach, travel and watch movies at home. Being a sports fan from Cleveland, OH, Jason has remained ever loyal to his hometown teams and has learned to be an eternal optimist as a result.
Call us today at (619) 942-4510 to learn more. Click here to schedule a meeting or a call.
