Employee Services

At California Asset Management we recognize that every employee dreams that one day they will be able to retire comfortably and our job is to ensure they are given the proper tools to implement a plan. We focus our education campaigns around the principles found in behavioral finance studies. This allows us to educate your employees on the factors that have the most impact on their retirement goals.

Your employees are likely overwhelmed and confused by the options available in their retirement plan. We use our 40+ years of combined experience to educate each person on their options and help them make informed decisions. We offer a wide variety of educational tools through seminars, one-on-one meetings, newsletters, videos, website demonstrations and 24 hour online access. This ensures each participant has access to a medium that fits their learning style.