Wellington Financial Group, Inc. provides pension administration services that include the design, setup, and record keeping for most types of qualified retirement plans.
We specialize in 401(k), Profit Sharing, and Money Purchase Pension plans. Within this capacity we provide the required legal documentation to establish your retirement plan, perform all required testing as well as the preparation of appropriate tax forms for the plan sponsor.
Interested in what our plans have to offer?
Click the button below to listen to a multimedia tour of the benefits we offer, like managed account services, virtually unlimited investment options and the safety of a large recognized investment provider all at the low cost.
Company specific Plan web sites are now available for each plan we administer. Web sites provide custom enrollment kits, online enrollment and plan forms.
Contact your administrator today for details.
