Let’s Grow Together

InWest is committed to helping you grow your qualified plan book of business. Whether you’re working on your first retirement plan sale or you’re a seasoned veteran, InWest has the experience, systems and partners to help set you apart from the crowd.

Proposals

We work closely with you to prepare a customized service proposal. While any advisor can offer a retirement plan product, partnering with InWest allows you to offer expert plan design consulting that will improve your sales success rate. Because industry statistics tell us that sales rates improve when clients get to meet their service providers face-to-face, our consultants are available for on-site proposal meetings with your clients.

Plan Installation

Our support doesn’t end once you sell the plan. You and your clients receive turnkey plan installation services including plan document preparation, coordination of plan conversions and on-site plan enrollment assistance.

Fiduciary Solutions

We can assist you in meeting your responsibilities as a plan fiduciary. InWest and its partners can provide ERISA 3(21) and 3(38) investment fiduciary services. We also offer an ERISA 402/3(16) fiduciary outsourcing solution that offers your clients the ultimate mitigation of fiduciary liability.

Responsive Administration

If you’ve ever experienced the frustration of dealing with an indifferent plan administrator that isn’t responsive to your clients, InWest is the solution. Our experienced team works closely with your clients to meet their day-to-day administrative needs, freeing you to pursue new business opportunities.

Financial Advisor Resources

Proposal Request

Fee Benchmarking

Retirement Plan Comparison Chart

How America Saves

Plan Connect

Form 5500 e-File System

Latest Plan Advisor News

Oops, it looks like you've entered an invalid feed address!