We’re Honored to Be of Service

PLAN DESIGN

We recognize that every employer’s objectives and financial capabilities are different. We offer customized plan design services to meet the 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 / CONVERSION

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 and we are here to answer any questions.

 

COMPLIANCE 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 SOLUTIONS

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 and other strategic partners to help you understand your obligations as a plan fiduciary or out-source most of those responsibilities to an independent ERISA 402/3(16) fiduciary.