Company 401(k) Plans

Investment-first retirement solutions, with a direct line to client service and support.

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Shelton Retirement Plan Services

With Shelton Retirement Plan Services, we provide concierge-level service and support on company 401(k) plans. Shelton Capital Management combines the best traits of a large institutional firm: experience, sophistication, and a range of investment solutions, with the client-centric focus of an independent investment boutique.

Our financial industry expertise enables us to provide sophisticated 3(38) investment fiduciary services for our clients. We aid plan sponsors and adopting employers with the nuances of their company 401(k) retirement plans, as well as promote retirement readiness for employees through online education meetings.


Small Business 401(k) plans for owners and employees

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PEO/MEP Sponsors

Multiple Employer Plans &
Outsourcing Firms 

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Plan Participants

Enroll, account management,
and education

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Financial Advisors

Partner with us for your retirement plan needs

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Why Shelton Retirement Plan Services for Your Company 401(k) Plan?

At Shelton Retirement Plan Services, you are not a number but a familiar name. Your primary point of contact allows you to focus on day-to-day business while we handle the complexities of your workplace retirement plan.

Our retirement solution takes an investment-first approach. 
We offer U.S. based, live customer service to support and educate you, whether you’re a business owner, participant, advisor, or partner. You can email or call to speak with an actual person who is committed to providing you quality client service.

Helping your employees take control of their financial lives is a win-win.
Employees admit that financial worries have affected their health, relationships, productivity, and time away from work. While financial stress can have insidious effects throughout your company, effective financial education and wellness programs have the power to attract and retain high caliber employees. Our specialized client relationship team is committed to helping boost your company culture with highly sought after benefits that keep your employees happy and engaged.

We’re all in. 
Saving for retirement is a long-term goal, and at Shelton Capital, we make your retirement readiness and financial preparedness our top priority. Through offering robust education, advanced plan design, and easy administration, we strive for 100% participation with each of our clients.

Retirement Planning Resources

FAQs (Frequently Asked Questions)

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Articles for Owners

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Articles for Employees

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401(k) Calculators and Tools

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