We’ve Partnered with the Best
Our Trusted Partners
InWest has developed strategic partnerships with industry-leading providers. Through our combined services we are able to offer comprehensive retirement plan services to plan sponsors and participants.
Our custodial partners provide daily account valuations, Internet and telephone access, trust services and diversified investment options. InWest works closely with these partners to deliver fully integrated retirement plan solutions to our clients. Our custodial partners include:
Nationwide is one of the nation’s leading retirement plan providers. They service more than 2.6 million participants and more than 43,000 plans. They administer nearly $84 billion in retirement plan assets. Nationwide employees more than 1,000 associates, with an average tenure of 10 years dedicated to serving retirement plan customers. InWest has enjoyed a partnership with Nationwide since 1996.
Vanguard Retirement Plan Access is designed to help small and midsize businesses establish workplace retirement plans by making the plans as simple to operate and as low cost as possible. Sponsors can work with a financial advisor of their choice and Vanguard provides access to more than 10,000 funds, including low-cost Vanguard and non-Vanguard funds.
Mutual of Omaha has more than 45 years experience in retirement services. Mutual of Omaha offers a consultative platform designed to aggregate best-in-class services for small-to mid-size employers.
American Funds in one of the nation’s oldest mutual fund families, serving investors since 1931. They also do retirement plans is a big way with over 350,000 plans and 2 million participants nationwide. InWest partners with American Funds using both its Recordkeeper Direct and PlanPremier TPA platforms.
Newport is an open architecture platform designed to support independent TPA and RIA partners. Newport in partnership with InWest and an investment professional allows our clients the freedom to select from multiple custodians and access thousands of brand name mutual funds, ETFs, Collective Investment Funds (CIFs), Stable Value funds and third-party money managers.
John Hancock is among the largest life insurance companies in the world based on market capitalization and has been helping individuals and institutions increase and protect wealth since 1862. A history of stability combined with industry-leading communications John Hancock a solid choice for qualified retirement plans.
EMPOWER Retirement offers innovative retirement solutions for large, mid-sized, and smaller organizations who want to attract and retain a talented workforce through a competitive retirement plan. Since 1940, EMPOWER has been helping corporate employers do that.
Transamerica Retirement Services is a well-known and respected provider with more than 70 years in the retirement services industry. Transamerica is a provider with more than 17,000 plans throughout the U.S., serving more than 700,000 individual participants. With more than $20 billion in plan assets under management, Transamerica is proud to be recommended by 97.8% of its plan sponsors.
In addition to our custodial partners, we work with the following business partners to bring you first-class retirement plan services and products:
Fiduciary Wise offers plan sponsors an ERISA 402 and 3(16) fiduciary outsourcing solution. Fiduciary Wise annualy oversees 60+ ERISA fiduciary responsibilites allowing for the strongest mitigation of plan sponsor fiduciary liability available.
ASPPA (The American Society of Pension Professionals & Actuaries) is the premier educator and policy advocate for over 11,000 career professionals actively engaged in the retirement plan industry. Every InWest Account Manager and Consultant is a member of ASPPA and has been awarded at least one ASPPA credential.
FIS Relius provides recordkeeping and administrative solutions for employee benefit professionals in the retirement plan sector.
Retirement Clearinghouse (RCH) is America’s only fully independent, fully-integrated provider of retirement savings portability solutions for America’s mobile workforce. InWest partners with RCH to help our plan sponsor clients reduce plan costs and exposure to fiduciary risk by reducing the number of terminated participants.