top of page

Welcome 

ADP-logo.png

401(k)

Links Healthcare Logo for Landing Page.png

Eligibility

Must be aged 18 or older, have worked at least 1 year, and have accumulated a minimum of 1,000 work hours.

Contribution Limits 2026

Under Age 50 - $24,500


Over Age 50 - $24,500 plus an
additional $8,000 catch-up


Age 60-63 $24,500 plus an additional
$11,250 catchup

Enrollment

Auto-enroll after eligibility is met.

Participant Resources

Recursos para los Participantes 

Access your plan’s registration, enrollment, login and support resources.

Acceda a los recursos de registro, inscripción, inicio de sesión y asistencia de su plan.

The Partners Retirement and Business Solutions_black.png

ADP Help Call 1-888-822-9228

Your 401(k) plan financial advisors are Dale Walker and Senior Account Manager April Lewis-Gies at The Partners Retirement and Business Solutions.

Their team will assist with:

  • Plan Enrollment, Opting Out

  • Financial Planning Strategies for Retirement

  • General Plan Information

  • Education Resources

  • Rolling In or Out of the Plan

Llamada de Ayuda de ADP 1-888-822-9228

Los asesores financieros de su plan 401(k) son Dale Walker y la gerente sénior de cuentas April Lewis-Gies, de The Partners Retirement and Business Solutions. 

Su equipo ayudará con: 

  •  Inscripción en el plan, Optar por no participar 

    Estrategias de Planificación Financiera para la Jubilación

  • Información General del Plan 

  • Recursos Educativos 

  •  Transferir Fondos Hacia o Desde el Plan

You can reach Dale and April via phone, text, and email. Puedes contactar a Dale y April por teléfono, mensaje de texto y correo electrónico. 

Dale Walker

Financial Advisor 

619-910-2820

dalewalker@thepartnerswm.com​

April Lewis-Gies

Senior Account Manager

619-910-2801

Aprillewis-gies@thepartnerswm.com

Search
124

 Investment Advisory services are provided by The PARTNERS Wealth Management, LLC., an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Representatives of an entity listed may only conduct business with residents of the states and jurisdictions they are properly registered. Check the background of the investment firm on SEC’s  Adviser Check.

Questions about your 401k? Please complete the form below.

​

619-910-2801

aprillewis-gies@thepartnerswm.com

299 Webster Street Monterey, CA 93940 

Legal Disclosures: Check the background of ThePARTNERS Financial Solution Financial Professionals (ThePARTNERS Financial Solutions) on FINRA’s BrokerCheck. ThePARTNERS Financial Solutions provides its investment advisory services through ThePARTNERS Wealth Management, LLC dba ThePARTNERS Wealth Management (ThePARTNERS), an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.

​

ThePARTNERS Financial Solutions is not affiliated with ThePARTNERS.
The statements, claims, content, and/or commentary made herein and in ThePARTNERS Financial Solutions and ThePARTNERS’ other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ThePARTNERS Financial Solutions and ThePARTNERS. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it a solicitation to effect, or attempt to effect transactions in securities. Additionally, it does not constitute the rendering of personalized investment advice for compensation over the internet. It is intended for informational purposes only.


ThePARTNERS and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements. Please check with us to ensure we are registered in your state.
 

Neither ThePARTNERS Financial Solutions nor ThePARTNERS provide accounting, legal, or tax advice. Please consult your accountant, legal, and/or tax advisor for specific information relating to your individual situation.


ThePARTNERS Financial Solutions and ThePARTNERS make no guarantee that the objectives associated with a particular strategy will be achieved or profitable. Past performance is no guarantee of future performance and investors may lose their entire investment.


If any performance reports are displayed on this website, they are not intended to replace or supersede custodian-generated reporting. ThePARTNERS Financial Solutions and ThePARTNERS encourage a periodic comparison of performance reports to same-dated custodial statements. Security prices have been obtained from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. Occasional minor variations may exist due to certain pricing differentials, accrued interest calculation methodology, and/or trade date versus settlement date convention. Investment performance cannot be properly evaluated by comparing total cost to total market value. Only changes in market value over time adjusted for deposits and withdrawals should be utilized for this purpose. Cost figures may not be appropriate for tax purposes.


All investments in securities involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ThePARTNERS Financial Solutions and ThePARTNERS’ investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.”


Certain information on the Materials has been obtained or derived from unaffiliated third-party sources believed by ThePARTNERS Financial Solutions and ThePARTNERS to be reliable. Neither ThePARTNERS Financial Solutions and ThePARTNERS nor any of their affiliates or representatives make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein.


The investment services and products mentioned on the Materials may often have tax consequences; therefore, it is important to bear in mind that ThePARTNERS Financial Solutions and ThePARTNERS do not provide tax advice. The levels and bases of taxation can change. Investors' tax affairs are their own responsibility and investors should consult their attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned herein.

©2026 by THE PARTNERS

bottom of page