Transamerica

The firm provides a 401(k) Retirement and Savings Plan for all employees after 60 days of employment.  All contributions must be made through payroll deduction elections, calculated by whole percentages of your paycheck.  The firm will match $0.50 for each $1.00 the employee contributes, with an employer match contribution cap of $3,000.00 annually.  Plan documents determine the eligibility of contributions, payments, earnings, loans, etc. We highly encourage you to take advantage of this benefit to plan to enhance your retirement plans. 

  • Update your beneficiaries online and be sure to keep them current.

  • Notify Catherine Graham when you change your payroll withholdings online to ensure your selections are captured on your paycheck in a timely manner.

Our plan Financial Planner is available for individual retirement plan advice. 

Bradley Shammas, CFP®

CERTIFIED FINANCIAL PLANNER ™

Registered Advisor

 

(714) 263-1953

bradley@iwmfinancial.com

www.iwmfinancial.com

151 Yorba Street, Suite 200B

Tustin, CA 92780

2900 Adams Street, Suite C130

Riverside, CA 92504

Our plan is administered by TAG Resources.