peery & associates

Welcome

We provide consulting services to assist you with your company's retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations.

Plan types administered by Peery & Associates:

Peery & Associates, Inc.
1956A Pescadero Road
Pescadero, CA 94060
(888) 879-1846

Click here for our complete contact information.


ShareFile

We take the security and protection of your information very seriously, and to that end we are using ShareFile to safely and securely exchange files with our clients and business partners.

To access your Peery ShareFile folder, please enter your login information below. If you do not currently have a login and password, please contact your Peery representative or Trey Whitehurst.

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We are a preferred T.P.A. for the following institutions:

American Funds

Charles Schwab

First Mercantile Trust Co.

Franklin Templeton

I N G

John Hancock

John Hancock

Nationwide

MassMutual

principal

TransAmerica Retirement Services

Alliance Partners

ERISA Atorney:

matthew j. borrer

Payroll and 401k integration:

sum of all numbers

Open Architecture Platforms:

aspire

401k direct

Fidelity Bond Provider:

colonial surety