InWest - Our Services

Our Services

Plan Design

We recognize that every employer’s objectives and financial capabilities are different. We offer customized plan design services to meet the unique needs of each employer. Whether the goal is maximizing benefits for owners and key employees or employee recruitment and retention, our plan architects can build a plan to meet your needs.

Plan Installation

Our clients receive turnkey plan installation services; including plan documents prepared by experienced ERISA consultants and hands-on coordination of existing plan conversions. Our dedicated plan installation team guides you every step of the way.

Plan Communication

The effective communication of your plan is key to its success. Our communication specialists create campaigns that explain benefits in simple terms and spark enthusiasm for the plan. InWest is recognized for our customized communications efforts that both empower and educate plan participants.

Plan Administration

Responsiveness. Accuracy. Full Service. These are some of the core qualities that define us as a company and make InWest a leader in retirement plan administration. Our experienced team frees you from the tedium of day-to-day plan administration.

Fiduciary Assistance

A retirement plan is a valuable benefit for your employees. However, it is also a responsibility. Are you aware of your legal responsibilities? Are you satisfying them? InWest works with you and your financial advisor to help you understand and meet your obligations as a plan fiduciary. Learn more…