About Silicon Valley Retirement Services, LLC
<p>Founded in 2010 in San Jose, Silicon Valley Retirement Services, LLC works with employers across the Bay Area on retirement plan advisory and fiduciary support. The firm has a two-person team and focuses on hands-on service for plan sponsors and participants.</p> <p>Silicon Valley Retirement Services provides 3(21) fiduciary services, plan design support, and compliance help tied to IRS and U.S. Department of Labor requirements. The firm also offers participant advice, pairing investment lineup guidance with education and one-on-one conversations.</p> <p>As of 2026, Silicon Valley Retirement Services reports $1.4B in assets under management. A key differentiator is its emphasis on combining sponsor-side fiduciary coverage with participant-level advice under one advisory relationship.</p> <p>Services offered include:</p> <ul> <li>3(21) fiduciary investment advice for plan sponsors</li> <li>Plan design and plan change consulting</li> <li>Participant advice and retirement readiness coaching</li> <li>Compliance support for IRS and DOL requirements</li> <li>Investment menu and education program support</li> </ul>
Website: https://svretirementservices.com/
Founded: 2010
Employees: 2
Office Locations
- San Jose, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- Participant Investment Advice
- Compliance Services
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B