Comparing 401(k) Providers
Can you buy Stocks, Bonds, CDs and ETFs in your 401(k)?If you have been searching for a 401k provider with great customer service, nearly unlimited investment options, professionally managed accounts, a reputable custodian, all at a low cost, then Wellington Financial Group, Inc. has the plan you have been looking for.
Does your 401(k) plan offer over 3,000 No-Load Mutual Funds to choose from?
For individual investors, mutual funds offer cost-effective access to professional money management and excellent portfolio diversification. Wellington offers a wealth of mutual fund choices – along with the research to help your plan participants with their investment decisions.
Can your participants elect to have their accounts professionally managed?
Over the last 20 years,our staff has become well experienced in pension plan design and recordkeeping. The firm is highly qualified with it’s combination of both Qulified Pension Administrators (QKA) and Certified Financial Planners (CFP).
Does your plan cost over $100 per month for administrative services?
By keeping everything web-based, and using a well known custodian to process the monthy statements for plan participants, we can hold down costs and still provide all the features and components that even large 401(k) plans don’t have.
Is your retirement plan simple & easy to run and administer?
Retirement plans should be simple for plan sponsors; a one stop service for all your needs including recordkeeping, investments, and employee assistance and education. On top of that you need low costs, extended investment options, Internet technology and employee assistance. If this all sounds like what you are looking for then you have come to the right place.
Want to know exactly how much money Wellington can save you? Request a proposal today by clicking here!
