Customized Retirement Plans
for Your Small Business

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Let’s take something off your plate. Work with us to find an affordable 401(k) retirement plan that fits the unique needs of your small business.

A 401(k) plan that makes more sense for your business.

At Shelton Capital Management, we offer personalized services to help ease the pressure of managing your company’s 401(k) plan. Here’s how we do it:

authenic client services

Authentic Client Service

You’ll always get a hold of a real person in under two rings. Our live U.S. client services team is ready to turn your 401(k) problems into solutions.

fudiciary oversight

Investment Expertise

With nearly 40 years of investment management expertise, we offer robust investment selection options for all stakeholders.

transparent pricing

Transparent Pricing

As a small business ourselves, we know what you’re up against. Our team strives to create a custom, cost-sensitive offering that makes sense for you.

Improve Employee Productivity & Engagement

Your retirement offering is directly connected to employee productivity and engagement. Offering a complete 401(k) plan solution can foster a positive & productive work culture.

How Much Is Your Time Worth?

Time is the most valuable resource for any business owner. Yet, when you’re working 60-hour weeks to keep everything running smoothly, it often feels like there aren’t enough hours in the day to create, improve, and sustain your business operations.

Your time has real monetary value, so we’ve created a tool to calculate the exact dollar amount you may be losing to tasks like 401(k) plan management.

These calculations were built and developed by Shelton Capital Management.

Use these formulas to determine the worth of your efforts and estimate the real impact of choosing to manage your 401(k) plan’s management versus handing it off to an expert.

Step 1: How many hours do you work a year?

Fill out this formula: Weekly Hours Estimate x 52 Weeks = Yearly Hours. 

  • For example: 40 hours/week x 52 weeks = 2,060 yearly hours

Step 2: What is your hourly rate?

Fill out this formula: Annual Revenue / Yearly Hours = Hourly Rate. 

  • For example: $200,000 / 2060 hours/year = $97/hour

Step 3: How much time do you spend on 401(k) plan management a year?

Fill out this formula: Hours Estimate on 401(k) Admin x 52 Weeks = Yearly Hours Spent on 401(k) Plan Management. 

  1. For example: 4 hours/week x 52 weeks = 208 yearly hours spent on 401(k) management

Step 4: Calculate potential earnings lost by choosing to do your own 401(k) admin work.

Fill out this formula: Yearly Hours Spent on 401(k) Admin x Hourly Rate = Potential Earnings Lost to 401(k) Admin Work

  • For example: 208 yearly hours spent on admin x $97/hour = $20,176/year

Calculate Your Potential Savings Below

If your numbers were similar to the examples, that’s more than $20,000 annually in potential earnings you could reclaim by outsourcing this responsibility.

***Nothing in these examples above constitutes advice. All numbers used in the calculations are both hypothetical and estimates from prior survey research that should be tailored specifically to your unique situation as a business owner.***

What our clients love about the Shelton approach

  • We offer education support to plan participants for their retirement readiness and financial preparedness.
  • Boost your company culture with a robust 401(k) benefit that keeps your employees happy and engaged.

  • Sophisticated investment fiduciary services – so you can be confident that all investment sections and monitoring efforts are genuinely in your employees’ best interest.
  • Risk-based model portfolios designed to help your employees achieve their goals within a level of risk that is right for them.

  • We prioritize human-centric connection by operating with transparency and care.
  • Personalized attention & customization to plan sponsor, participant needs.
  • Building strong relationships with our customers is at the core of our business – we want to see you successful.

Work with a team that cares about the success of your business.

Complete our form below and one of our plan experts will be in touch in less than 24 hours to help you customize the right 401(k) plan for your business.

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