The InWest Philosphy – We Care

Retirement plan design and compliance administration requires very specialized knowledge, however, knowledge alone doesn’t produce success.  At InWest we believe that our clients really don’t care how much we know until they know how much we care. 

Experience Matters – Great Customer Service Makes the Difference

Any company can claim to provide outstanding service, at InWest we let our clients tell the story:

During a recent independent customer satisfaction survey, our clients rated their overall satisfaction with InWest as a 9.1 on a scale from 1 to 10. 

This is what our clients have been saying about InWest:

"I want InWest to know that you have an excellent employee in Candi. Not only has she been knowledgeable in all aspects, but she has answered every single email and phone request almost immediately, and she has been charming and professional every single time." Bruce F. - Plan Sponsor

"Just wanted to let you know how much I appreciate the terrific work ethic of your wonderful staff. I call often with both questions and problems to solve and they are ALWAYS on top of their game! They work with the same sense of urgency that I do ... I want to give spectacular service to my clients and your staff makes that possible so many times." Sally R. - Financial Advisor

"InWest personnel are always helpful, efficient and reliable with any situation that my employees may have. They also have the knowledge that I want in someone who is administering my money and my employee’s money." Brenda F. - Plan Sponsor

"Experience together (since 1996).  Fee structure is reasonable.  Administrative care is tops!  Exceeds customer support requests from problem to solution." Ron T. – Plan Sponsor

This level of satisfaction leads to customer loyalty:

Over the past six years InWest has experienced a client retention rate of over 96%.