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Welcom to the Immigration Law Offices of
Steven J. Simerlein, P.C. 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:

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 401k 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 1,000 hours
  • Enrollment Periods
    • Semi-annual date on or after 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
    • Vesting 100%
  • Employer Match
    • Contributions to the 401(k) are matched dollar for dollar up to 4% of salary
    • Vesting 100%


Plan Summary

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

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