Defined Plan Advisors

Defined Plan Advisors We are focused on delivering retirement plan consulting services. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

With over 40 years of combined experience working with corporate retirement plans, you can rely on us to be central to your 401(k) plan. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Defined Plan Advisors or Retirement Plan Advisory Group. This site is published for residents of the

United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/03/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

06/02/2026
06/01/2026

Are your employees confident they'll reach retirement?

New research from Voya Investment Management shows a clear gap: 71% of employees invested in target date funds (TDFs) feel confident they'll hit their retirement goals — compared to just 58% of those who aren't.

And it's not just confidence. Over 90% of TDF investors say it reduces the stress of retirement planning.

For plan sponsors, this is a meaningful data point. When employees feel less stressed and more on track, it shows up in engagement, focus, and retention.

If your plan lineup includes TDFs but participation is low, it may be worth looking at how they're being communicated — or whether auto-enrollment is working as intended.

Happy to talk through what your current plan data looks like.

06/01/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

It isn't whether you should have auto insurance - it's what kind you should have.
05/29/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Here are eight mistakes to avoid when.
05/27/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention ...
05/27/2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

Learn why bonds are an essential piece of a title-winning portfolio.

Some simple, inexpensive energy-saving tips that may help you save money.
05/25/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Address

1012 11th Street, Suite 200
Modesto, CA
95354

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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