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Shelton 401(k) Services
Employers and Small Businesses
PEO and MEP Sponsors
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Financial Advisors
About Shelton®
FAQs
Resources
Articles for Employers
Tips for Plan Participants
Retirement Planning Tools
401(k) White Paper
Contact Us
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Shelton 401(k) Services:
– Employers and Small Businesses
– PEO and MEP Sponsors
– Plan Participants and Individual Investors
– Financial Advisors
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Shelton Custom 401(k) Proposal
Shelton Custom 401(k) Proposal
insightdesigns
2022-03-18T03:28:31+06:00
Request your Shelton custom 401(k) proposal by filling out the form below:
"
*
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Step
1
of
6
16%
Name
*
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Last
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*
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*
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*
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Number of Employees
*
Who is your current payroll provider?
*
Do you have an existing 401(k) plan?
*
Yes
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Current plan name?
Current plan balance?
Are you looking to replace an existing 3(38) relationship or add a new one to your plan?
Replace
Add New 3(38)
Not Sure
Are you looking to replace your third-party administrator and/or your recordkeeper?
Third-Party Administrator
Recordkeeper
Both
Not Sure
Select plan type
*
Safe harbor
Traditional
How soon would you like to start or convert your plan?
*
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ASAP
1-3 months
3-6 months
6+ months
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