Broker Check

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:

principal.com/welcome

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 $20,500/year, or $27,500/year if age 50 and over
  • Employer Match
    • Contributions to the 403(b) are matched dollar for dollar up to 4% 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.

Schedule

What kind of investor are you?

DIY

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

Glidepath

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