Download the Enrollment Kit and email a completed to:
Questions on saving and investing call (714) 415-2680, or schedule a time: iwmfinancial.com/appointment
Download the Enrollment Kit
The 401k is held with Orion Portfolio Solutions (OPS) to provide multiple tools, education resources, and additional means to serve you.
Plan Assets are custodied by Matrix Financial Solutions, a Broadridge Financial Solutions company.
The Financial Advisor for the plan is: Bradley Shammas, CFP®, CPFA.
Summary Plan Description
Summary Annual Report
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