Use Shelton’s Retirement Plan Service tools to meet your clients’ needs
You need to offer a 401k plan but don’t have the resources to manage the participant calls and questions, rules, employer needs and other headaches and challenges that make the one-off plan a real problem. But you need to help your clients who own businesses and need a retirement plan for their employees. Shelton’s 401(k) solution meets these needs.
We offer a bundled solution with:
Direct client service line
3(38) Fiduciary Services
Start up, Enrollment and on-going employer services
Contact Ann Margaret Williams today at 800-225-8778
We understand how important it is for you to attract and retain valuable employees. We also understand your employees will have questions or may not understand the ins and outs of a 401(k). Shelton Capital Management offers a 401(k) retirement plan and guidance that may add value to your business’ success.
With our team at Shelton Capital Management, you will find the following:
Innovative retirement plan services
Investment guidance for your plan
Over 30 years of experience specializing in retirement plans
Our team has an established reputation of delivering authentic personal service combined with quality, low-cost investment choices and we look forward to not only working with you, but also your team.
What Makes Us Different?
Low-cost single point-of-contact solution provider
On-site customized enrollment, education, and support
Full integration with third-party plan administrator and record-keeper
Want to talk to a real person about your retirement goals?