Easy-to-Administer 401(k) Plan

Establishing and maintaining a retirement plan should be simple and easy for plan sponsors; an all-in-one service including recordkeeping, investments, and employee assistance & education. On top of that you need low costs, a wide variety of investment options, and up-to-date technology to streamline administration. Missing even one of these aspects devalues a retirement plan and can leave you spending countless extra hours trying to make your plan “work.”

Investment offerings are provided by, and accounts are held with, the custodian of your plan’s assets, Charles Schwab & Company, Inc.  Charles Schwab is one of the largest discount brokerage firms in the world, offering over 3,000 no-load mutual funds, so you can always rest assured that you and your employees will have access to an extensive stable of investment choices for their 401k retirement plan. To learn more, you can either click the “Next” button (below) to read about our services or sit back and watch a video tour.

To see a video tour of what our 401k plans have to offer click the here.

Working too hard to maintain your plan? Let Wellington help by clicking here!