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Employer-Sponsored Retirement in Walnut Creek CA & San Francisco CA

Provide your Employees with the Assurance that their Futures are Protected

Santa Maria & Company Risk & Insurance provides employer-sponsored retirement plans to businesses in Walnut Creek, San Francisco, Sacramento, San Jose, Fremont, Oakland, and surrounding areas.

As a business owner, it’s important to keep your employees happy so your business can run smoothly. Santa Maria & Company Risk & Insurance understands the intricacies involved in running a successful business, which is why we offer employer-sponsored retirement plans that run at little to no cost for your employees. Your employees will be happy with the discounted services they receive, and the plan that your business offers is tax-deductible, ensuring satisfaction on both ends.

With a quality retirement plan in place, your employees can rest assured that their earnings are safeguarded for the future. Your business will experience the benefits of having a happy, productive working environment.

Here are some the employer-sponsored retirement plans we offer at Santa Maria & Company Risk & Insurance:

  • 401(k)
  • 457(b)
  • 403(b)
  • Tax-exempt earnings growth

Contact a representative at Santa Maria & Company Risk & Insurance today to set up a consultation.

*Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. 

Our Location

Santa Maria & Company

1550 Parkside Drive, Suite 200
Walnut Creek, CA 94596
Main office: 925-956-7600
Toll free: 866-921-3347
Fax: 925-956-7601

Our Providers

Testimonials

I found the rare breed of insurance company that fights for you and stands by you. If you are looking for an insurance company that has integrity and amazing customer service, I would hands down, wholeheartedly recommend Santa Maria

Eli I., Remodeling Contractor
As a home builder in Northern California, I have endured numerous complicated issues while trying to protect my business from unforeseen liabilities, satisfying the multiple requirements of individual municipalities, and doing so at a reasonable expense. Santa Maria and Company has been instrumental in these dealings by providing quality advice, creative alternative solutions, and excellent service.

Dennis C., Home Builder
Santa Maria & Company helped guide our business through a difficult time by being proactive, informing us of potential obstacles, and avoiding surprises. Their customer focus has clearly covered the present, the future, and the 'what if' conditions that all businesses must deal with. We feel that our company is very well prepared to handle our complicated risk-related issues because of their support and guidance.

Robert M., Equipment Manufacturing Executive
The company is sincere, honest, always looking out for our best interests. They continually work to understand our business, to develop strategies to mitigate our exposure. That gives us a real competitive advantage.

Shaun M., Food Industry Risk Manager
Santa Maria & Company has helped us solve some tough insurance challenges, but they continue to identify emerging risks, such as cybercrime, and help us protect against them. Their customer service is fantastic.

Jeff B., Medical Industry CFO
This company knows the local insurance market better than the larger brokers ever could. They are true experts who take the time to explain all of our coverage options and help us make the right decisions. It's almost like having an insurance professional on staff.

Matt A., Food Industry Executive
It is a real advantage to work with risk insurance experts that have underwriting experience. Since we have been working with Santa Maria, we've grown a great deal and other companies are always trying to win our business. Santa Maria has the expertise in insurance and high tech industry risks that we need and their personal service is excellent.

Cynthia G., Technology Industry Executive