Overview
Let’s Grow Together
InWest is committed to helping you grow your qualified plan book of business. Whether you’re working on your first retirement plan sale or a seasoned veteran, InWest has the experience, services, and partners to help set you apart from the crowd.
Prospecting
Whether you have a prospective client or need help obtaining a prospect, InWest is your solution. We can help prepare you for a successful fact-finding meeting or attend the meeting with you. We can also provide prospect lists to help you select your next prospect.
Proposals
We work closely with you to prepare a customized service proposal. While any advisor can offer a retirement plan product, partnering with InWest allows you to provide expert plan design consulting to improve your sales success rate. Because industry statistics tell us that sales rates improve when clients meet their service providers, our consultants are available for proposal meetings with your clients.
Plan Installation
Our support doesn’t end once you sell the plan. You and your clients receive turnkey plan installation services, including plan document preparation and coordination of takeover plan conversions.
Fiduciary Solutions
We can assist you and your clients in meeting your responsibilities as plan fiduciaries. InWest and its partners can provide ERISA 3(21) and 3(38) investment fiduciary services. We also offer an ERISA 402(a)/3(16) fiduciary outsourcing solution that saves time, mitigates risk, and improves participant outcomes – Learn more.
Responsive Administration
If you’ve ever experienced the frustration of dealing with an indifferent plan administrator who isn’t responsive to your clients, InWest is the solution. Our experienced team works closely with your clients to meet their day-to-day administrative needs, freeing you to pursue new business opportunities.
Plan Expense Benchmarking
InWest can assist you with benchmarking plan expenses. Plan fees impact participant outcomes and have been the focus of regulators and plaintiff attorneys. Plan fiduciaries must ensure plan expenses are reasonable. This is most effectively done by benchmarking fees for the services rendered against other plans of similar size by plan assets or participant count.