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Welcome to the Parker & Irwin 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:


401k notices and disclosures:

Where to Enroll

Call (800) 401-8726 or register online at:


Questions on retirement and Social Security planning: (714) 415-2680, or schedule a call:

About the Plan

Welcome to the TAG Mesirow Retirement Plan Exchange.  Your retirement plan is improtant 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.

This plan is held at Transamerica.

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

  • Eligible if:
    • You must attain age 21
    • You must complete 3 month(s) of service
  • Enrollment Periods
    • On the first day of any month
  • Select your salary deferral percentage—
    • anywhere between 0%-90% of your eligible pay*
    • Up to $22,500/year, or $30,000/year if age 50 and over
  • Employer Match
    • The Company matched 50 cents on the dollar up to a maximum of $3,000
  • Vesting
    • Employee: You are always 100% vested in your own contributions
    • Employer: 2-6 year graded

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.


Your Guide to Retirement

The road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.

Why Start Today?

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

What kind of investor are you? 

Our Process

The plan allows discretionary investing in any of the options available on the platform.

Glide Path

If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.

Designed Solutions

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.