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Business Profile

Retirement Planning Services

Valley Pension Services, Inc
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(209) 572-7410Email BusinessWrite a Review

About

Overview

Valley Pension Services, Inc

1200 Scenic Dr Ste 101

Modesto, CA 95350-6167

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Operating Hours
Closed
Closed
Closed

BBB Accreditation & Rating

Valley Pension Services, Inc is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Valley Pension Services provides third party administrative services for qualified retirement plans, including profit sharing, 401(k), age weighted, new comparability, safe harbor, cash balance, prevailing wage, and defined benefit pension plans. The company assists clients with plan design and ongoing administration.

BBB Accredited Since: 7/31/2017

Years in Business: 22

Products and Services

401(k) Plans, Age Weighted Plans, Cash Balance Plans, Defined Benefit Plans, Easy Start 401(k), New Comparability Plans, Prevailing Wage Plans, Profit Sharing Plans, Retirement Plan Administration, Safe Harbor Plans, Third Party Administration

Business Details

Local BBB:
BBB of Northeast California
BBB File Opened:
7/20/2017
Business Started:
12/22/2003
Business Incorporated:
12/22/2003
Type of Entity:
Corporation
Alternate Names:
Valley Pension and Insurance Services
Business Management:
Mrs. Sonia Casares, President

Additional Contact Information

Principal Contacts
Mrs. Sonia Casares, President
Customer Contacts
Mrs. Sonia Casares, President
Fax numbers
Primary Fax: (209) 572-7411
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0H55887 for this business, issued by Department of Insurance. The expiration date of this license is 10/31/2027.

Department of Insurance

800-9274357Website

BBB records show a license number of 0C53987 for this business, issued by Department of Insurance

Department of Insurance

800-9274357Website

Additional Information

Business Categories
Retirement Planning Services, Insurance Services Office, Life Insurance, Health Insurance, Accident Insurance, Pension and Profit Sharing Plans

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