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Retirement Plan Sponsor Resource Center

Client Document Portal

Client Document Portal

We provide a secure encrypted portal where our documents are available to the permitted parties of a retirement plan.  Permitted parties have access to our documents and can upload their own documents as well.  Security information can be found here.  If asked, subdomain is: ironpointfinancialadvisors 

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Nick Weber Wealth Youtube Channel

Nick Weber Wealth Youtube Channel

I have created a youtube channel with lots of educational videos that my clients and the public can access.  My retirement plans have their own youtube playlist, however out of respect for the privacy of my clients these playlists are unlisted.  Please email us for the link to your company's playlist. 

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Retirement Plan Sponsor Account Access 

ADP

ADP

Gain access to the plan sponsor site for your retirement plan

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American Funds

American Funds

Gain access to the plan sponsor site for your retirement plan

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Ascensus

Ascensus

Gain access to the plan sponsor site for your retirement plan

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Empower

Empower

Gain access to the plan sponsor site for your retirement plan

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FTJ FundChoice

FTJ FundChoice

Gain access to the plan sponsor site for your retirement plan

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MassMutual Financial Group

MassMutual Financial Group

Gain access to the plan sponsor site for your retirement plan

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Nationwide

Nationwide

Gain access to the plan sponsor site for your retirement plan

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Paychex

Paychex

Gain access to the plan sponsor site for your retirement plan

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Principal

Principal

Gain access to the plan sponsor site for your retirement plan

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Securities America - NFS

Securities America - NFS

Gain access to the plan sponsor site for your retirement plan

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TransAmerica

TransAmerica

Gain access to the plan sponsor site for your retirement plan

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Vanguard

Vanguard

Gain access to the plan sponsor site for your retirement plan

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Third Party Administrators

Associated Pension Consultants

Associated Pension Consultants

Client Login For Associated Pension Consultants.

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Osborne & Associates

Osborne & Associates

Website for Osborne and Associates.

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Polycomp/Ascensus

Polycomp/Ascensus

Website for Polycomp/Ascensus. 

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Interested In Connecting With Us But You Don't Live In The Sacramento Area?

Not a problem!  With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world.  My long distance clients and clients who travel a lot love the ease of working with me from all over the globe.  We can also take care of other logistics like paperwork via email, mail or fax.  Click here to see how easy it is to partner with us using these tools. 


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