Silicon Valley Retirement Services


2570 N. 1st Street

Second Floor
San Jose, CA 95131

Phone: 408-572-5572
Info@SVRetirementServices.com

We believe that a successful participant education program provides an array of services to meet the varying needs of your participants.  Silicon Valley Retirement Services provides advanced services to assist participants with the investment and retirement planning process.  Our services were developed to help simplify the decisions participants need to make about their retirement planning needs.


Educational meetings: Participant communication is vital to the success of your retirement plan.  The more your participants know and understand, the more likely they will be to implement a plan that allows them to meet their retirement objectives.  We have created a series of educational seminars that provide in depth discussions on a variety of retirement planning topics.


One-on-one participant sessions: Recognizing that participants learn in varying ways, we provide individual, customized sessions to meet their unique needs.  Participants opting for this service meet with a Plan Investment Advisor independently to discuss their personal retirement strategy.

At Silicon Valley Retirement Services, we partner with you to create a customized employee education program specifically designed to meet the needs of your participants.

Employee Education and Participant Services