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800.735.3455

Employer-Sponsored Retirement in Carmel and Monterey, CA

Provide your Employees with the Assurance that their Futures are Protected

Monroe-Kelly Insurance Services provides employer-sponsored retirement plans to businesses in Carmel, Monterey, Pacific Grove, Carmel Valley, Salinas, Seaside, and surrounding areas.

Employer-Sponsored Retirement

As a business owner, it’s important to keep your employees happy so your business can run smoothly. Monroe-Kelly Insurance Services 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 Monroe-Kelly Insurance Services:

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

?Contact a representative at Monroe-Kelly Insurance Services today to set up a consultation.

Our Location

Monroe-Kelly Insurance Services

26465 Carmel Rancho Blvd, #1A
Carmel, CA 93923
Main office: 831-975-2708
Toll free: 800-735-3455
Fax: 831-372-3812

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.