401(k) Plan Administration

Plan Administration

Wellington makes administering your plan smooth and seamless. Here’s a concise list of the many essential services that we provide.

401k-plan-administration

Our main business is retirement plan administration, specifically 401(k) plans. It is the attention to detail, our educational credentials and personal customer service that separates us. Insurance companies, brokerage firms, banks, and mutual fund companies are interested in gathering assets. Plan administration is just a side business to them and you just become a number to them.

If you are just a number to a large financial firm, we can assure you that your plan will not be custom designed to meet your needs. Every firm is different. Some want to maximize owner contributions, some employees. Most importantly, you want to pass your nondiscrimination tests annually. This is where plan design comes in. We can make sure your plan is designed to meet your needs.

We utilize a state of the art web portal. All enrollment, and employee changes are done online and a record of every change is available to you, the plan manager. All contributions are also electronically submitted to this platform. For a test drive, please contact one of our representatives.

Are you ready to get started?

Let us send you a proposal with all of the services we offer and show you the value provided with our 401(k) plan.