CCLH
Welcome to the Calvary Chapel La Habra 403(B)
403B Education and Enrollment
How to enroll in the 403B:
Questions?
Questions on saving and investing call (714) 415-2680,
or schedule a time:
iwmfinancial.com/appointment
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
Already registered for the plan?
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.