Retirement Plan Service with Concierge Service
Shelton Capital offers services as a 3(38) investment fiduciary on 401(k) single and multiple employer plans (MEPs) as defined by Section 3(38) of ERISA, which eases the need for the Plan Sponsor to perform the actions relating to investment selection and quarterly monitoring. This serves to reduce risk and workload, and we act as the plan’s investment committee.
Shelton Capital Retirement Plan Services offers advanced plan design, easy administration, and educational services for owners and employees. We aim for 100% participation rates with each of our clients and provide live and online participant education sessions at adopting employers’ offices. We offer Denver, Colorado-based, authentic client service to support and educate you, from employer to participant, to advisor or partner. You can email or call a person and experience the highest level of client service.