cak12retirement.com - Home | Kelsey Mccarthy

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Welcome  to your homepage for the Northern California  Retirement Benefits Group!  The RBG is a division of Equitable Advisors and Equitable ( website ); and we are dedicated to providing financial services for employees in public schools and non-profit organizations.

In the state of California, Equitable is a partner with ACSA and CASBO . We partner with these organizations to bring a top advice to our state’s educators about their retirement benefits and financial wellness.

As a firm, our team's focus is in the education and enrollment of 403(b) and 457(b) plans for K-12 and Higher Education employees both locally as well as nationally.