About Accelerate Retirement
<p>CEFEX-certified for Fiduciary Excellence, Accelerate Retirement works with employers that want a more structured fiduciary process for their workplace plan.</p> <p>Headquartered in Aliso Viejo in Orange County, with about 50 employees, the firm has offices across the country, including Corona and other Southern California locations, plus Portland, OR, and additional sites in Phoenix, Houston, Dallas–Fort Worth, San Diego, the Bay Area, suburban Boston, the Denver area, the Seattle area, Charlotte-area Matthews, and Ellicott City, MD. This footprint supports plan sponsors across major U.S. metro areas.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Accelerate Retirement focuses on employer-sponsored retirement plans and works with both sponsors and participants. Services include fiduciary audits and governance support, plan design consulting, and participant advice through workplace financial planning, group education, and targeted guidance.</p> <p>One practical differentiator is the firm’s emphasis on documented governance work—using fiduciary audits, fee benchmarking, and investment analysis to help committees track decisions and reduce fiduciary risk. The firm has also been recognized by NAPA and PLANADVISER.</p> <ul> <li>Fiduciary audit support and fiduciary governance process</li> <li>Investment analysis, including target date fund consulting</li> <li>Fee benchmarking and vendor review support</li> <li>Plan design consulting</li> <li>Participant advice: workplace financial planning and group education</li> </ul>
Website: https://accelerateretirement.com/
Employees: 50
Office Locations
- Corona, CA
- Portland, OR
- Aliso Viejo, CA (Headquarters)
Services Offered
- Fiduciary Audit Services
- Plan Design Consulting
- Participant Investment Advice
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | ADP TOTALSOURCE GROUP, INC., FL | $9.2B | 299,514 |
| ALBERTSONS COMPANIES 401(K) PLAN | ALBERTSONS COMPANIES, INC., CA | $8.0B | 215,654 |
| PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN | BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN, CA | $4.4B | 8,873 |
| INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | INOVA HEALTH SYSTEM FOUNDATION, VA | $3.5B | 22,853 |
| NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | NETJETS AVIATION, INC., OH | $2.5B | 4,042 |
| SEAGATE 401(K) PLAN | SEAGATE U.S. LLC, CA | $2.3B | 3,104 |
| ATRIUS 401K RETIREMENT SAVINGS PLAN | ATRIUS MSO, LLC, MN | $1.6B | 5,536 |
| SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN | SEALED AIR CORPORATION, NC | $1.5B | 6,878 |
| IHEART MEDIA, INC. 401K SAVINGS PLAN | IHEART COMMUNICATIONS, INC., TX | $1.4B | 8,743 |
| NVR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NVR, INC., VA | $1.3B | 7,288 |
| BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | BAKER TILLY ADVISORY GROUP PARENT, LP, IL | $1.3B | 6,535 |
| NVR, INC. PROFIT SHARING PLAN | NVR, INC., VA | $1.0B | 7,289 |
| ATKINSREALIS US RETIREMENT SAVINGS PROGRAM | ATKINS US HOLDINGS, INC., DE | $895M | 4,326 |
| NETJETS INC. 401(K) PLAN | NETJETS INC., OH | $836M | 3,191 |
| SWINERTON 401(K) & SAVINGS PLAN | SWINERTON INCORPORATED, CA | $832M | 2,707 |
| ATKINSREALIS US RETIREMENT SAVINGS PROGRAM | THE SNC-LAVALIN CORPORATION, DE | $802M | 4,179 |
| UMMS VOLUNTARY 403(B) PLAN | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION, MD | $793M | 8,350 |
| CORELOGIC, INC. 401(K) SAVINGS PLAN | CORELOGIC, INC., CA | $779M | 3,955 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION, MD | $730M | 24,397 |
| DELTA DENTAL OF CALIFORNIA 401(K) PLAN | DELTA DENTAL OF CALIFORNIA, CA | $723M | 3,253 |
Showing top 20 of 617 plans serviced in 2025.
Team Members
- Brian Brummell, AIF®
- Tim Thurston, AIF®, CPFA®
- Zach Friedrich, CFP®
- Blair Stientjes, CRPS® AIF®
- Sara Johnson, QKA®, AIF®, CPFA®
- Thom Freismuth, AIF®, CLU, CHFC, LIC
- Conor Weir, CRPC©, CFP®
- Sophois Sokhom, CRPC©, CRPS©, CFP®
- Phil Matheson, CRPS®, AIF®, C(k)P®
- Eric Carlson, CFP®