Wellington Retirement Solutions, Inc. is a full service provider of pension administration services that includes the design, setup and recordkeeping of qualified retirement plans while utilizing the custodial services of Charles Schwab & Co., Inc. Today, we maintain offices on the outskirts of Washington, DC and Miami, Florida.
We believe that we have built a far superior 401k retirement platform that any other, allowing for virtually unlimited investments as well as robo investing that automatically builds a portfolio of low cost index funds for a participant based on age and risk requirements.
We handle everything for you. Including full service recordkeeping, IRS approved plan documents, Investment management, and complete on-line capabilities.
In today's age where you are transferred overseas to a service representative, we provide a single point of contact with direct access to your assigned plan administrator.
Our Plan Administrators are well versed in the latest tax strategies that will assist in designing your plan to maximize tax savings. Give us a call to discuss your situation.