Silicon Valley Retirement Services

Founded in 2010, Silicon Valley Retirement Services provides customized retirement and advisory solutions, ensuring compliance and optimizing benefits for organizations and their participants across the United States. Silicon Valley Retirement Services, headquartered in San Jose, US, specializes in retirement and advisory services. The firm was founded in 2010 to deliver tailored solutions for plan sponsors. Most recently, on February 26, 2026, the company was acquired by OneDigital Health and Benefits, Inc.

, enhancing their market presence. The founders and CEO details have not been disclosed. Silicon Valley Retirement Services specializes in offering tailored retirement, advisory, and executive benefit solutions designed to meet the diverse needs of plan sponsors and participants. Their core product offerings include customized fiduciary and advisory services that ensure compliance with IRS and DOL regulations, as well as plan administration and consulting services aimed at optimizing organizational goals.

They provide an institutional-quality investment program that features a selection of high-quality investments, thereby granting plan participants fiduciary protection. The company places a strong emphasis on personalized participant services, including a fully integrated investment education program that aims to simplify the retirement planning process for end users. Their client base primarily consists of organizations located in various geographical markets across the United States, where the company actively works to understand the unique needs of each organization and design retirement plans that effectively address those needs. Silicon Valley Retirement Services generates revenue through a structured service model that leverages partnerships with plan sponsors and participants.

The company typically engages in B2B transactions, providing comprehensive retirement plan solutions that may include consultancy fees for plan administration and management services. Clients may utilize subscription-based pricing models for ongoing advisory services, ensuring that their retirement plans remain compliant and effective. The firm’s revenue streams are bolstered by its commitment to delivering customized fiduciary services and educational programs, which are integral to the client experience. As a result, the company fosters long-term relationships with its clientele, as organizations seek to continually optimize their retirement offerings while maintaining regulatory compliance.

Following its acquisition on February 26, 2026, by OneDigital Health and Benefits, Inc. , Silicon Valley Retirement Services is positioned for growth within new geographic regions. The acquisition is geared towards expanding OneDigital's local footprint. Future initiatives will include the launch of new products designed to broaden service offerings, although specific details and release dates have not yet been disclosed.