Delivering Value with a Low-Cost Approach to 401(k) Plan Investments.
Including Schwab Index Funds, ETFs, Stocks, Bonds, CDs and More!
Our platform gives you the Market Leaders in Low-Cost Investment Options.
Providing Plan Sponsors and Participants with the lowest cost funds available in the marketplace. 88% of actively managed funds fail to beat their benchmark. Reducing participant Investment costs translates into higher account balances. *
Schwab now offers $0 Commissions for Online Trades
Investor Profiles
One of the great features of Wellington Retirement Solutions, Inc. platform is the flexibility afforded with our open architecture platform for investing. We provide participants with three Investor Profiles, each suited for a different type of investor. Participants choose their Profile during the enrollment process, and may change their investments at any time with no cost. Our three Investor Profiles include:
Lifestyle Portfolios: Account holders may delegate the responsibility of allocating their investments to Wellington by using one of our Lifestyle Portfolios.
Participant-Customized Portfolios: They may choose from over 3,000 mutual funds available with no transaction fees and expense ratios as low as 0.02%.
Self-Directed Brokerage Account: Lastly, participants may manage their 401(k) account just as they would manage their IRA using our Self-Directed Brokerage Account option. Bonus: $0 Equity Online Commissions with Charles Schwab & Co., Inc.
Our Services
View our highlight sheet for an easy to read guide on all of the services offered
Lifestyle Portfolios
Wellington’s Lifestyle Portfolios give participants a chance to delegate the ongoing investment management of investments to Wellington. Anyone can have a professionally managed portfolio with asset allocation, rebalancing, fund reviews and more simply by answering a few quick questions on our website.
Mutual Fund Spreadsheet
Click Here to download a spreadsheet of the available Schwab OneSource mutual funds available. All funds listed are available with no transaction fees. Fund availability subject to change.
CORE FUND LINEUP (Default Investment Alternatives)
Wellington has identified several Designated Investment Alternatives (DIAs) that it believes offer varied risk‐return and desirable cost attributes. We feel that these investment options are representative of the investment availability needed to select well-diversified investment portfolios although such diversification may be realized with other investment options also available.
Are you ready to get started?
Request a proposal or get a benchmark report today. See all of the services we offer and let us show you how little it can actually cost to run your 401(k) plan with us.
*Wellington Retirement Solutions, inc. is not affiliated with Charles Schwab & Co. Inc., Vanguard Group or BlackRock, Inc.