We are Associates in Excellence, employee benefit plan consultants offering a wide range of services to fit your business needs. We administer 401k plans, profit sharing plans, Cafeteria/Section 125 plans, 403b plans, defined benefit plans, COBRA plans and more.

With more than 20 years of experience in the employee benefit field, our expertise is surpassed by none. We are among the largest employee benefit firms in the state of California. With clients in 30 states, our reputation for excellence is recognized throughout the nation.

Why choose our firm for your employee benefit plans instead of the huge investment firms? While Associates in Excellence shares the professionalism of the large investment firms, we differ in the service we provide our clients. Rather than using pre-set designs, our benefit specialists work closely with our clients to design a customized plan that meets their specific needs and objectives.