About InWest
Our Mission
Our mission is to expand the coverage and quality of workplace retirement plans for all American workers!
Our Values
Our Work
We partner with employers and financial professionals to custom design plans that meet business objectives while controlling costs. Our team of experienced compliance consultants ensures your plan meets DOL and IRS regulations. In addition, we offer industry-leading fiduciary solutions that save time, mitigate risk, and improve participant outcomes.
Our Results
InWest has achieved a 10-year average annual client retention rate of 97.8%*
*Average retention 2014-2023, net of plan terminations
Meet the Team
Client Development
Paul Cain, BCF™
President
Board Certified Fiduciary
Jeanie Smith, QKA, QKS, CPFA
Vice President – Client Development
Certified Plan Fiduciary Advisor
Qualified 401(k) Specialist
Qualified 401(k) Administrator
Jaclyn Ruiz
Client Development Specialist
Client Services
Candice Ward, CPC, QPA, QKC, QKA
Vice President – Compliance Administration
Certified Pension Consultant
Qualified Pension Administrator
Qualified 401(k) Consultant
Qualified 401(k) Administrator
Sean Crites, QKC, QKA
Senior Account Manager
Qualified 401(k) Administrator
Qualified 401(k) Consultant
Amber Olivas, QKC, QKA, TGPC
Account Manager
Qualified 401(k) Administrator
Qualified 401(k) Consultant
Tax Exempt and Governmental Pan Consultant
Meagan Waynick, QKC, QKA
Account Manager
Qualified 401(k) Consultant
Qualified 401(k) Administrator
Shana Hall, QKA
Document Compliance Manager
Qualified 401(k) Administrator
Johanna Sanchez
Assistant Account Manager
Lori Sofinowski
Assistant Account Manager
Sarah Neatherlin
Plan Administrator
Karla Williams
Office Administrator