Simple, Low-Cost 401(k) Solution: Shelton 401(k)
- Modernize your plan and conform with the best offering to small businesses.
- A 3(38) Investment Manager oversees the investment review process, using industry experts to evaluate investment options each quarter.
- The plan sponsor no longer needs to document and maintain recommended quarterly and annual reviews because the work is outsourced to the investment fiduciary.
| Feature | Benefit |
|---|---|
| Pre-selected funds from multiple fund families and strategic managed portfolios | Frees plan sponsor of quarterly obligations/investment decisions |
| Fiduciary Liability Protection | $3 million in fiduciary liability insurance provides depth of protection |
| Low employer cost with high service | We take care of the heavy lifting, allowing you to focus on your business |
| Participation Education | Higher participation and contribution rates |
| Fee benchmarking | Drive lower costs |
Plan Sponsors have fiduciary responsibilities when offering a company retirement plan. Allow Shelton 401(k) Fiduciary Services to share a big portion of them with you. We are in this together.
The Players in your Retirement Plan
A Gold-Standard Corporate Retirement Plan solution includes many different pieces and it can be confusing to customers. All pieces play a vital role and any missing part can make a retirement plan offering substandard. Shelton Capital Management works closely with our partners to provide you with a reasonably priced, bundled solution that reduces the complexity and provides optimal results to all stakeholders.
Corporate Retirement Plan Services We Provide
- ERISA 3(38) Investment Manager
A gold-standard corporate 401(k) retirement plan is a key part of any benefits package. We act as co-fiduciary on corporate retirement plans to reduce workload and risk for plan sponsors. We are the outsourced investment committee providing mutual fund selection and monitoring. - Plan Participant On-Site & Online Education
We think saving for retirement is hugely important. We empower employees by offering live and online investment education sessions. - Ongoing Plan Sponsor & Plan Participant Support
Our FINRA-licensed client service team answers your calls and provides highly personalized attention by answering investment questions, providing loan distribution and rollover information and much more.