Download Enrolment Kit
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
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 road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.
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
The plan allows discretionary investing in any of the options available on the platform.
There are several fund families to choose from, including, but not limited to:
As an example of funds available on the plan, see the Vanguard Mutual Fund Strategist Model Portfolios.
These are the top five fund families, additional fund families can be made available by request. These investments are not endorsed, and should not constitute any representation as to the suitability or appropriateness of an investment. Investment availability is subject to change. Please consult with a financial professional.
If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.
Several Target Date options are available, including:
American FundsBlackrockFidelityT. Rowe PriceVanguard
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.