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.
Questions on saving and investing call (714) 415-2680, or schedule a time: iwmfinancial.com/appointment
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.
We create strategies that are tailored to your needs and goals.
Schedule a time to discuss your account.
The plan allows discretionary investing to 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.