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Welcome to the Ka Wai Ola
Family Medical Clinic 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:

Verification

Once you have become eligible, 401GO will send you an email with a link to verify your employment, and set up your 401(k) account.

email@401GO.com

Questions?

Questions on saving and investing call (714) 415-2680,
or schedule a time:
iwmfinancial.com/appointment

About the Plan

21The 401k is held with 401GO to provide multiple tools, education resources, and additional means to serve you. With 401GO, a customized portfolio based off your needs and investment goals.

Plan Assets are custodied by Matrix Financial Solutions, a Broadridge Financial Solutions company.

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

  • Eligible if:
    • You must attain age 18
    • You must complete 1 year of service, during which you complete 1,000 hours of service
  • Enrollment Periods
    • 1st day of the first month and seventh month of the Plan Year coincident with or next following the time you meet the eligibility criteria
  • Select your salary deferral percentage—
    • Up to 100% of your eligible pay*
    • Up to $20,500/year, or $27,000/year if age 50 and over
    • Vesting: 100% 
  • Employer match
    • Formula is equal to: (i) 100% of the Matched Employee Contributions that are not in excess of 1% of your Plan Compensation, plus (ii) 50% of the amount of the Matched Employee Contributions that exceed 1% of your Plan Compensation but that do not exceed 6% of your Plan Compensation
      • i.e. – 3.5% match when you put in 6%
    • Vesting: 100%


Setup Process

Plan Highlights

Already registere 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.