Wellington Retirement Solutions
Wellington Group provides Plan Sponsors with a turn-key retirement plan. Wellington has been providing retirement plan solutions for over 30 years. Your service team consists of credentialed advisors, providing your company with superior service. We administer all types of 401(k) plans, specializing in Cross-Testing designs.
Charles Schwab & Co., Inc., is the Plan Custodian, offering mutual funds and ETFs with expense ratios of .02%. Self-directed brokerage accounts are available at no additional cost.
We are an ERISA 3(38) Investment Manager which greatly reduces the trustee’s fiduciary liability.
Call or visit our website today for a free quote and benchmark study.
- Services: Workplace retirement plans
- Fee Structure: Flat-fee, AUM
- Location: Chantilly, VA
- Application, ADV2
- Website, [email protected] , (800)203-2670
$995 plus $25 per participant with a balance ( Minimum $1250 )
Wellington’s AUM fee encompasses investment advisory for participants and Plan Sponsors, Fiduciary liability for the Plan Sponsor, and Recordkeeping services. The typical fee is 0.25% but will be negotiated based on plan asset size.