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features
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support

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Description

A 401(k) plan tailored for small businesses encompasses various components that are essential for aiding employees in their retirement planning journey. Shelton 401(k) focuses on delivering retirement account solutions specifically designed for small enterprises, ensuring that the experience remains hassle-free for business owners. At Shelton Capital Retirement Plan Services, we collaborate closely with our clients to offer a cost-effective, all-in-one solution that simplifies processes and yields the best outcomes for everyone involved. Our commitment is to deliver exceptional, high-touch 401(k) services that not only assist your employees in building their retirement savings but also enhance your professional image. We pride ourselves on our team of seasoned service experts who provide both live and digital personalized resources tailored to meet the needs of you and your employees. Unlike large fund managers or insurance companies, Shelton 401(k) operates as a small privately owned entity, emphasizing human administration over automated systems. Our focus on personal interaction ensures that clients receive attentive care and support throughout their retirement planning experience, fostering a sense of trust and reliability.

Description

Tailored investment solutions and plan structures enable you to create a flexible offering suited to your current needs while accommodating future adjustments as your business evolves. Enjoy a contemporary, intuitive experience that enhances user engagement and satisfaction. Our transparent and competitive pricing ensures both you and your employees are fully aware of all costs involved. We offer comprehensive administrative services that cover operations, support, and compliance with 3(38), 3(21), and/or 3(16) regulations. Whether you choose to collaborate with an advisor or go solo, we help you identify the ideal plan for both you and your workforce. Access the vital information necessary to effectively manage and service your plan via our digital, interactive portal. We make it simple for your employees to start saving; just upload your initial payroll and census data, and we’ll take it from there, ensuring a seamless transition into your new saving strategy. With our support, your employees will be on the path to financial security in no time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now No 
Asure No 
Flywire No 
Gusto No 
Insperity No 
Namely No 
OnPay No 
Patriot Payroll No 
Paychex Flex No 
Paylocity No 
QuickBooks Online No 
RUN Powered by ADP No 
Rippling No 
Toast No 
TriNet No 

Integrations

ADP Workforce Now Yes 
Asure Yes 
Flywire Yes 
Gusto Yes 
Insperity Yes 
Namely Yes 
OnPay Yes 
Patriot Payroll Yes 
Paychex Flex Yes 
Paylocity Yes 
QuickBooks Online Yes 
RUN Powered by ADP Yes 
Rippling Yes 
Toast Yes 
TriNet Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Shelton 401(k)

Founded

1985

Country

United States

Website

shelton401k.com/401k-landing-page/

Vendor Details

Company Name

Vestwell

Founded

2016

Country

United States

Website

www.vestwell.com/employer-sponsored-retirement-plan

Product Features

Product Features

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Alternatives

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