Retirement Plan Sponsor Resource Center
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
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.
Retirement Plan Sponsor Account Access
Third Party Administrators
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.
Any of the links not working correctly? Let us know!
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