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Welcome to the J. Velarde, Inc. 401(K) Profit Sharing Plan

401k Education and Enrollment

How to enroll in the 401k:

Download the Enrollment kit about or Click the link below

Transamerica wants everyone to Register online, but here is a great education kit you can use to understand the benefits of the Plan.

Download here

Recources

401k notices and disclosures:

jvelarde.401kfor.us

Where to Enroll

Call (800) 401-8726 or register online at:

transamerica.com/portal

Questions?

Questions on retirement and Social Security planning: (714) 415-2680, or schedule a call:

iwmfinancial.com/appointment

About the Plan

Welcome to the TAG Mesirow Retirement Plan Exchange.  Your retirement plan is improtant benefit you shouldn't overlook. It offers a powerful way to enhance your long-term financial well-being by investing in yourself.  This page includes great resources to get started.

This plan is held at Transamerica.

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

  • Eligible if:
    • You must attain age 21
    • You must complete 12 month(s) of service
  • Enrollment Periods
    • 1st of the month following 1 year
  • Select your salary deferral percentage—
    • anywhere between 0%-90% of your eligible pay*
    • Up to $22,500/year, or $30,000/year if age 50 and over
  • Vesting
    • Employee Contributions: 100%

Already registered for the 401k?

401(k) Login

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

401k Login

Looking for more help?

Schedule a time to discuss your account.

Schedule

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?

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.