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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:
Questions?
Questions on retirement and Social Security planning: (714) 415-2680, or schedule a call:
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%
- Employee Contributions: 100%
Already registered for the 401k?
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