Broker Check

Welcom to the Sirius Education 401(k) Plan

401k Education and Enrollment

How to enroll in the 401k:

How to enroll

Download the Enrollment Kit and email
a completed to:

info@iwmfinancial.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 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.

  • Eligible if:
    • You must attain age 18
    • You must complete 12 month(s) of service
  • Enrollment Periods
    • On the first day of each plan quarter
  • 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
    • 4% Match of your Plan Compensation
  • Vesting
    • Employee & Employer Match: 100%


Summary Plan Description

Summary Annual Report

Annual Notice

Already registered 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.