our story

In 1970, our father, Richard Raymond, founded a pension administration company in Southern California with a simple goal: to help business owners take care of their employees and plan for the future. Built on a foundation of integrity, hard work, and personal service, the company quickly earned a reputation for reliability and expertise.

More than 45 years later, we're proud to carry on that legacy - serving small to mid-sized businesses with the same dedication and values our father instilled from the beginning.

Our foundation is family, and that principle guides how we operate. We believe in building lasting relationships, offering clear communication, and providing thoughtful, dependable service. Every client and plan matters to us - and we approach our work with care, integrity, and attention to detail.