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Retirement Services


Quality, Accuracy, and Professionalism is Our Commitment To You

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Retirement Services


Quality, Accuracy, and Professionalism is Our Commitment To You

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valley pension services, inc.

Established in 1999, Valley Pension Services, Inc. (VPS) is a consulting firm providing Third Party Administrative (TPA) services in the qualified retirement plan arena. Owned and operated by Sonia Casares, APA, and Diane J. Rovedatti, APA, VPS administers plans such as Profit Sharing, 401(k), Age Weighted, New Comparability (Cross Tested), Safe Harbor, Cash Balance, Prevailing Wage, and Defined Benefit Pension Plans. 

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Mission

 

Valley Pension Services, Inc. is committed to providing the business community with the latest technology affecting the qualified plan area, while providing superior service at competitive prices. Our focus is on helping employers shelter income from taxation by designing a plan to best fit the needs of the owners and their employees.

Our combined experience in the field allows us to utilize more of the sophisticated techniques available in plan design and on-going administration.

Valley Pension Services, Inc. is located in the heart of California's beautiful San Joaquin Valley in the City of Modesto. Our combined experience in the retirement field spans over 60 years. We are dedicated to serving the retirement needs of the business community.  

 

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easy 401(k)


For Ease of Administration & to Save You Money

easy 401(k)


For Ease of Administration & to Save You Money

Try our EASY START 401(k) !

You Pick the Plan Dynamics! 

Choose Age and Eligibility, A Safe Harbor Feature, Distribution Options and YOU'RE DONE!

 

Safe Harbor Features Make Testing a Non-Issue!


Basic Safe Harbor Match, Enhanced Match,
or 3% Non-elective

About us


About us


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Sonia casares

APA, President

Sonia Casares is a Member of the National Institute for Pension Administrators and currently holds an Accredited Pension Administrator designation. She is a graduate of California State University, Stanislaus. Sonia has over 30 years of experience in the qualified plan area. 

diane j. rovedatti

APA, CFO 

Diane Rovedatti is a Member of the National Institute for Pension Administrators and currently holds an Accredited Pension Administrator designation.  She is a graduate of California State University, Stanislaus. Diane has over 30 years of experience in the qualified plan area.  

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