InWest Plan Connect
InWest Plan Connect offers Plans Sponsors and Financial Advisors a secure environment for the exchange of information in a quick and efficient manner. Below is a brief description of all the features available to you through Plan Connect.
Legal Plan Documents – One central location for storage of important plan records including the current adoption agreement, basic plan document, amendments and annual required notices. As new documents are posted to the site, you will receive an e-mail notification to login and retrieve your document(s).
Administrative Forms – One central location to store those commonly used administrative forms.
Year End Data Collection – The ability for you to electronically submit your year-end census file and questionnaire online and in a secure environment. At the close of every plan year, we will send you a notification to login and submit your data via InWest Plan Connect.
Secure File Transfers – Allows the secure exchange of other sensitive data when needed, such as Schedule K-1 for partners, Schedule C for sole proprietors, plan trust statements and much more.
Compliance Reports – One central location for delivery and storae of your plan’s annual compliance testing results, employer contribution allocations and annual valuations.
FIRST TIME USERS – Click on the InWest Plan Connect logo, then on the "New User Setup" link and you will be asked to enter your email address on file with InWest Retirement Solutions before a temporary password is emailed to you. Once you are in the site, please click on the ‘Change Password’ link on the top right side of the screen to change your password.
NEED SUPPORT? – If you experience problems with Plan Connect, please contact your InWest Account Manager or Jeanie Smith (800-594-7700 or firstname.lastname@example.org) for assistance.