Innovative Retirement Plan Solutions Since 1983

InWest provides retirement planning services by partnering with employers and financial professionals to design, communicate, and administer customized retirement savings plans.

Our Mission

Our mission is to expand the coverage and quality of workplace retirement plans for all American workers.

Our Results

97.5% 10-year Client Retention Rate*

*Average retention 2015-2024, net of plan terminations

Services to Optimize Your Retirement Plan

We provide everything necessary to establish and maintain successful retirement planning Services. Take time to visit our Services page. Our services include:

We Care!

“When I purchased InWest over 22 years ago, I observed that our industry was full of very qualified people; technical experts in their field of employment. I also observed that customer service wasn’t always their first priority. Over the past decade we’ve assembled a team of retirement plan professionals that embrace a simple adage: Customers don’t care how much you know until they know how much you care.

Paul Cain, President