Our Unique Value Proposition: Trickle Up Effect
While other service providers focus solely on the small and medium business owner (SMB) and on the administration of the company’s 401(k) plan, we go one step further. Shelton Capital Management helps the 401(k) plan participants by providing online and on-site live investment education sessions. This step is critical in helping boost participation rates. Why are participation rates important? We call it the ‘Trickle Up Effect’.
We provide concierge-level service and support that not only goes a long way in helping employees start saving for retirement, but we make you look good in the process. Besides online and live education sessions, our experienced service professionals answer participant calls and provide ongoing support. We also offer online tools and resources for educational purposes.