Charles Schwab & Co., Inc. acts as the custodian.
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.
Mutual Funds
Over 3,000 no-fee mutual funds are available for participants to select from.
Stocks & ETFs
If elected, plan participants may invest commission free in stocks and ETF's through Schwab.'
Bonds & CDs
If elected, plan participants may invest in CD's Treasuries, and Corporate Bonds through Schwab.
Index Funds
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
Target date mutual funds let you invest in a single portfolio with an asset mix that becomes more conservative as the target date nears.
Automated Management
Participants can elect to have their account robo managed by simply answering a few risk/time horizon questions.
Rebalancing
Participants can elect to have their account rebalanced at will or as contributions received.
Separate Account
Each participant account is maintained separately at Schwab, Check your account on our site or theirs.
Statements
Full vesting statements showing all sources, contributions and positions posted quarterly.
We have everything you need to start a great retirement plan!
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