A 401(k) Plan with Colorado-Based Concierge Service and Support

We have a fully dedicated customer service team in Colorado.

Call us at (800) 225-8778 and a real person will answer.

A 401(k) plan to better service you and your employees.

    • We answer the phones. We have live customer service to call you and your employees back.
    • Robust academia and CFAs on the investment team, not computer-generated algorithms. 

We recognize that a 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced solution that reduces complexity while producing optimal results for all stakeholders.

We provide high quality, concierge service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees.

“A 2019 study from the Society for Human Resource Management found that retirement benefits ranked second in importance (after health care) among all the benefits that employers offer.”

Gene Marks, Inquirer.com

Hassle-free upgrade to your company 401(k) plan.

Call our live client experience team today at (800) 225-8778 or set a complimentary video meeting with a retirement plan consultant.

Get Started

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Transparent Pricing. No Hidden Fees.

Changing your business 401(k) plan to Shelton 401(k) has never been easier. Shelton Capital small business 401(k) benefits are straightforward low-cost solutions with no hidden fees. Your employees will have an abundant choice of investment options including passive index funds, actively managed funds, socially responsible selections, and risk-based model portfolios. A Denver, CO-based professional is available most business days to you and your employees for implementation and ongoing support.

Shelton provides a reasonably priced solution that reduces complexity and provides optimal results to all stakeholders.

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Investment Management for Over 35 Years.

Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines. However, should you choose to use our online application to start a 401(k), a genuine person will always be ready to assist should you get stuck.

We offer you the highest quality service and support that not only goes a long way in helping your employees save for retirement, and shows your commitment to them. Shelton Capital Retirement Plan Services offers a robust educational service, advanced plan design with easy administration, and our experienced service professionals answer participant calls and provide ongoing support.  We strive for 100% employee participation with each of our clients.

Upgrade your company 401(k) plan. Set a call or video meeting now.