InWest - Participants

Participants

InWest = Innovative Retirement Solutions that Make Dreams Reality

Everyone has a different retirement dream. We help participants understand their retirement needs and develop a plan to meet those goals. Our services include:

Enrollment Kits

Our Enrollment Kits describe the benefits and features of your retirement plan. The kits also guide you in choosing the right investment mix for your account. Ask your employer to provide you with an Enrollment Kit.

Participant Account Access

Our recordkeeping partners offer secure account access via the Internet or telephone. You can obtain account balances and make changes to your investments anytime using the links below:

Investment Advice & Education

Because we always work with a professional financial consultant, you have access to an expert to help guide your plan investment decisions. Ask your employer to provide you with the contact information for your plan’s financial advisor.

Helpful Participant Information

Why 401(k)? – Designed by InWest, this brochure reveals the key benefits of participating in your employer’s retirement plan.

Close Your Retirement Gap – This simple worksheet will help you determine if your retirement savings rate is on track to meet your income replacement goal.

Asset Allocation Guide – This questionnaire was developed to help you discover an investment allocation strategy that matches your time horizon and risk tolerance.

Successful Outcomes Newsletter – This newsletter discusses current issues facing retirement plan participants.

401kHelpCenter.com – An unbiased provider of information, analysis, trends, news, regulatory changes, and other resources for 401(k) plan participants.

Smart401kInvesting.com – This NASD website takes you through the process of enrolling & managing a 401(k) account, and answers questions about everything from eligibility to rollovers.