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Welcome to the JB Fuel Solutions 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:

Recources

401k Education Kit

Download below

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

Download the Enrollment Kit here

The above enrollment kit is a great reference, but Transamerica encourages all employees to register online at the link above.

About the Plan

Your retirement plan is an important 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.

Plan Assets are custodied by Transamerica.

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

  • Eligible if:
    • You must attain age 21
    • You must complete 60 days(s) of service
  • 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
    • Up to a 4% Match of your Plan Compensation
    • Match formula: 100% of your deferrals up to 3% + 50% of your deferrals over 3% but that does not exceed 5%.
    • i.e. to get the full 4% match takes a contribution of 5% 
    • Employee & Employer Match: 100%
    • Employer match is automatically enrolled on Jan 1st and July 1st after one full year of service


Summary Plan Description

Enrollment Kit

Safe Harbor Notice


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 in 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.

 

Relying on the expertise of your financial advisor can help make the most of your investments. Working to understand your financial goals, your advisor can take the stress out of investing, guiding you to strategies that are tailored to fit your unique needs.