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Welcom to the Parker & Irwin 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:

Recources

401k notices and disclosures:

parkerandirwin.401kfor.us

Where to Enroll

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

transamerica.com/portal

Questions?

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

iwmfinancial.com/appointment

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 $20,500/year, or $27,500/year if age 50 and over
  • Employer Match
    • The Company matched 50 cents on the dollar up to a maximym 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.

Schedule