401k Education Kit
Call (800) 401-8726 or register online at:
Questions on retirement and Social Security planning: (714) 415-2680, or schedule a call:
→Download the Enrollment Kit here←
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.
Summary Plan Description
Safe Harbor Notice
Important Notices in transfer from Orion Portfolio Solutions (Matrix Trust Co as custodian):
Participant Fee Disclosure
Sarbanes-Oxley Act Blackout Notice and SEC Regulation Blackout Trading Restriction (BTR)
Notice of Qualified Changes Mapping Savings Rates
Annual Participant Notice
We create strategies that are tailored to your needs and goals.
Schedule a time to discuss your account.
The road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.
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
The plan allows discretionary investing in any of the options available on the platform.
If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.
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.