CalSavers, California’s mandatory employer retirement savings program, has rolled out.

We believe you care about keeping your employees happy, and why not offer them a best-in-class 401(k) benefit? Since you have to select a retirement savings program for your business, do it right with Shelton 401(k).

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How does Shelton 401(k) compare to CalSavers?

Shelton 401(k) CalSavers Program
Options Traditional and Roth 401(k) Roth IRA
Annual Contribution Limits $19,500 in 2020 $6,000 in 2020
Opportunity for Tax Breaks? Yes
Opportunity for Company Match? Yes
 Employee Eligibility All employees eligible Employees with gross income over $124,000 ineligible
 Support and Education Live on-site education sessions and online support Online support
Investment Options 5 model portfolios and 36 mutual funds Target date funds and 4 mutual funds

Why do business owners choose Shelton 401(k) versus the competition?

  • We reduce plan sponsor risk with our fiduciary services as an ERISA 3(38) Investment Manager
  • As a 3(38), our Investment Committee is responsible for the selection and monitoring of investments on behalf of the plan sponsor

Why do clients stay with Shelton 401(k) Retirement Plan Services year after year?

  • We provide authentic client service to plan sponsors and participants
  • We offer live investment education at our customers’ offices
  • Experienced financial professionals answer all calls and provide solutions

Our Low-Cost Retirement Plan Solution

  • Thoughtful selection of actively and passively managed stock and bond funds – something for every type of investor
  • Five model portfolios
  • Socially responsible investment selections
  • No hidden fees
  • Simple, straightforward solution

Great companies deserve great 401(k) plans and retirement options.

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Our Retirement Plan Services Solution

  • Plan co-fiduciary which reduces plan sponsor risk and workload
  • Thoughtful selection of stock and bond funds
  • Actively managed and passive index funds
  • Five model portfolios
  • Socially-responsible investment selections
  • No hidden fees
  • Simple, straightforward solution

Shelton 401(k) Solution for Employers

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.

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