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Welcome to the Calvary Chapel La Habra 403(B)

403B Education and Enrollment

How to enroll in the 403B:

How to enroll

Get your account set up
online at:


Questions on saving and investing call (714) 415-2680,
or schedule a time:

About the Plan

The 403B is held with  to Principal Life Insurance Company provide multiple tools, education resources, and additional means to serve you.

Plan Assets are custodied by Principal Life Insurance Co.

The Financial Advisor for the plan is: Bradley Shammas, CFP®, CPFA.

  • Eligible if:
    • You must attain age 21
    • Have completed 1 year(s) with the company in which you worked at least 750 hours
  • Enrollment Periods
    • Next semi-annual date in which you meet the eligibility requirements
  • Select your salary deferral percentage—
    • Up to 100% of your eligible pay*
    • Up to $22,500/year, or $30,000/year if age 50 and over
  • Employer Match
    • Contributions to the 403(b) are matched dollar for dollar up to 3% of salary
  • Vesting
    • Employee: 100%
    • Employer: 2-6 year graded

Plan Summary

Already registered for the plan?

Plan Login

We create strategies that are tailored to your needs and goals.

Principal Login

Looking for more help?

Schedule a time to discuss your account.


Your Guide to Retirement

The road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.

Why Start Today?
Starting your retirement savings now is essential to achieving your long-term financial goals. The power of compounding interest amplifies the value or your investments – allowing every dollar to accrue additional value through gained interest. Over time, that gained value begins to generate additional value, exponentially increasing the growth of your wealth.  Simply put, small investments today can deliver big impact to your future financial well-being.


Information provided by Orion Portfolio Solution, OPS Retirement Simplified Clients 401k Plans.

What kind of investor are you?


The plan allows discretionary investing to any of the options available on the platform.


If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.

Designed Solution

We can build portfolios tailored to your specific needs and goals