In this day and age, it's important to know where your money is. Too many plans pool all investment funds in a single account at some unknown place. With us, each participant is provided with a separate account at Schwab and can call Schwab anytime to check your balance.
Wellington Retirement Solutions, Inc. is not affiliated with Charles Schwab & Co., Inc. or any of its affiliates.
Over 3,000 no-fee mutual funds are available for participants to select from.
If elected, plan participants may invest commission free in stocks and ETF's through Schwab.'
If elected, plan participants may invest in CD's Treasuries, and Corporate Bonds through Schwab.
Invest in cost-efficient index funds. Index funds are mutual funds that track the performance of a specific index, such as the S&P 500® Index.
Target date mutual funds let you invest in a single portfolio with an asset mix that becomes more conservative as the target date nears.
Participants can elect to have their account robo managed by simply answering a few risk/time horizon questions.
Participants can elect to have their account rebalanced at will or as contributions received.
Each participant account is maintained separately at Schwab, Check your account on our site or theirs.
Full vesting statements showing all sources, contributions and positions posted quarterly.