Since 1987, our firm has specialized in the design, installation, modification, and administration of qualified retirement plans.

Our job as a Plan Specialist is to help get the most out of an Employee Benefit Plan. From design and implementation to communication and ongoing administration, we are committed to helping our clients achieve maximum results from their Plans.

Financial Decisions is well qualified to act as your Plan Consultant and Technical Plan Administrator. 

Financial Decisions is a third party administration (TPA) and recordkeeping firm located in Stockton, CA.  Our firm currently administers 401(k), Profit Sharing, and/or Defined Benefit Plans. We use state of the art trading and recordkeeping systems to minimize plan costs and streamline participant recordkeeping and plan administration. With the help of our trading partners, all aspects of plan recordkeeping and administration are handled through our office.  Our goal is to take the burden of plan administration away from the plan sponsor through the use of efficient processes and procedures.
Financial Decisions has over 25 years of experience and service distinguishing itself by providing its clients, large and small, with the consummate in retirement plans services.

Financial Decisions provides its clients with the following services and benefits:

  • Full Service TPA
  • Full Service Recordkeeping and Client Reporting
  • Financial Advisor Services
  • Assistance for IRS and DOL Plan Audits
  • State-of-the-Art Computer Hardware and Software Technology
  • Superior Plan Sponsor & Plan Participant Support
  • Members of American Society of Pension Professionals & Actuaries (ASPPA)
  • Accredited Pension Professional Staff
  • Exemplary Client Loyalty & Retention