Top 5 Reasons to Choose Wellington Retirement Solutions, Inc.

Below are the top 5 reasons why more and more small business's are moving their retirement plans to Wellington Retirement Solutions, Inc. for plan administration.

1. Truly Low Costs

Wellington Retirement Solutions, Inc. reduces costs for both the Plan Sponsor and Plan Participants with our low recordkeeping costs and access to industry leading low cost index mutual funds.

2. Innovative Plan Design

Wellington’s expert staff includes QKAs, QPAs, ERPAs all working together to make sure that your Plan is optimally designed to achieve your company’s goals.

3. Direct support team

The beauty of working with Wellington Retirement Solutions, Inc. is that you can have all of your questions answered with one phone call to your Plan representative. No more calling around to various companies to get answers about different areas within your retirement Plan – or your personal retirement planning. Your Wellington team can help you with all questions.

4. Nearly Unlimited Investments

Through Charles Schwab & Co., Inc., Wellington is able to offer your participants over 3,000 no-load & no-transaction-fee mutual funds with expense ratios as low as 0.03%. In addition, participants may invest directly in Certificates of Deposit (CDs), Corporate Bonds, Exchanged-Traded Funds (ETFs), and you can even allow common stocks.

5. Charles Schwab & Co., Inc. as the Custodian of Plan Assets

Rest easy knowing that the second largest brokerage company in the world – Charles Schwab & Co., Inc. - holds your Plan’s investments.

Click Here to request a proposal and see more details about why Wellington Retirement Solutions, Inc. is the top choice for small business retirement plans or call us directly at (888) 934-4015.

Get a Call Back

If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.