Denver, March 17, 2022 — There are approximately 900,000 Coloradans currently without access to an employee sponsored retirement plan working largely for small businesses. Colorado Secure Savings Program, a state- mandated retirement plan program, is expected to roll-out in late 2022. For Shelton Retirement Plan Services, Colorado-based ERISA 3(38) investment manager, these two issues represent an opportunity to meaningfully connect with and increase the financial well-being of their local community.
Shelton recently became a member of the Good Business Colorado Association to equip small business owners with the resources they need to successfully establish a retirement plan, an essential employee benefit in Colorado’s competitive employment market.
“Our association is comprised of over 400 small businesses across the state, all dedicated to furthering policy initiatives focused on creating a prosperous Colorado economy in which small businesses are able to thrive, to include support for the Colorado Secure Savings Program,” said Debra Brown, executive director of Good Business Colorado.
“We are excited to lead an effort to ease the adoption of retirement plans for small business owners, who already have a lot on their plate,” said Carrie Della Flora, Manager of Customer Experience at Shelton Capital Management. “Not only are we passionate about tailoring our retirement plans to the needs of our plan sponsors, but also taking the extra step to provide the necessary resources and educational opportunities to ensure plan participants are making the most of their retirement savings.”
Best Business Employee Retirement Plan
Shelton Retirement Plan Services was also recognized recently by Business.com for its concierge-level service out of all retirement plans designed for small business owners. Shelton’s scope of customer support ranges from concierge-level service to education sessions for plan sponsors and participants. Shelton was selected among a number of retirement plan providers by Business.com, which annually reviews and updates the Best Business Employee Retirement Plans to reflect those providers that go above and beyond conventional service.
“Central to our company values is authentic client service, professionalism, compliance, and growth,” said Steve Rogers, Chief Executive Officer of Shelton Capital Management, “and this award only validates that our core values are what set us apart. We truly understand how personal and important our job is to our clients, so we are careful to ensure they feel supported, and their concerns heard.”
For a complete list of Business.com’s Best Business Employee Retirement Plans of 2022, go to https://www.business.com/categories/best-employee-retirement-plans/.
For additional information on these or any of the firm’s investment solutions, please contact Shelton Capital Management at (800) 955-9938 or visit the website at http://sheltoncap.com.
Mutual funds are offered through RFS Partners, a member of FINRA and an affiliate of Shelton Capital Management. Investors should carefully consider a fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the fund. A prospectus should be read carefully before investing. There are no assurances that a fund will achieve its objective and/or strategy. Investments are not FDIC insured or bank guaranteed and may lose value.
To obtain a prospectus, visit http://sheltoncap.com or call (800) 955-9988.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.