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Welcom to the Nereyda Perez Agency 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

The 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 3 month(s) of service
  • Enrollment Periods
    • You may be automatically enrolled in the plan on the first day following 3rd month of service
  • 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
  • Employer Match
    • The Employer has a very generous matching contribution equal to:
    • 100% for the first 1% of contributions, 50% from 1% up to 6% 
    • For instance, an employee would contribute at least 6% to get the full 3.5% match
  • Vesting
    • Employee Contributions: 100%
    • Employer Match: 100% after two years of vesting service


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.