Shelton Custom 401(k) Proposal | 401(k) by Shelton Capital Management

Name*

First Last

Email*

Phone*

If you are an individual looking for information on your 401(k), reach out to your employer.

Company Name*

State*

Number of Employees*

Who is your current payroll provider?*

Do you have an existing 401(k) plan?*

Yes

No

Current plan name?

Current plan balance?

Are you looking to replace an existing 3(38) relationship or add a new one to your plan?

Are you looking to replace your third-party administrator and/or your recordkeeper?

Select plan type*

Safe harbor

Traditional

How soon would you like to start or convert your plan?*

Phone

This field is for validation purposes and should be left unchanged.

Shelton Custom Small Business 401(k) Proposal