What Makes a “Perfect” 401k Retirement Plan?

For Plan Sponsors: Saving Money & Reducing Personal Liability For Administrators: Eliminating the HasslesFor Participants: Retiring Sooner!

Why NOT have it all ?! Save Money - Reduce Personal Liability – Eliminate the Hassles - Retire Sooner!

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Perfect401k is a comprehensive, turn-key 401(k) retirement program designed and provided by the Wellington Group of Companies utilizing Charles Schwab & Co., Inc. as the custodian for all retirement plan assets. The program includes legal plan documentation, all IRS-required plan testing as well as the availability of investment management services for interested plan participants. All third-party administrator (TPA) services are provided by Wellington Financial Group, Inc. while the investment advisory services are provided by Wellington Consulting Services, Inc., a Registered Investment Adviser with the Securities and Exchange Commission (SEC).

Wellington Financial Group, Inc., located in the Washington, DC metropolitan area is an innovative provider of turn-key, low-cost and cutting edge retirement plan solutions.

Wellington Consulting Services, Inc. was formed for the purpose of bringing conservative yet truly cutting-edge money management services to both our corporate clientele and individual investors. This foundation combined with our commitment to remain at the forefront of innovative thinking embodies our company’s motto of “Solving Tomorrow’s Retirement Problems Today.”

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What is the “Perfect401k”?

Our Pricing:

Wellington’s pricing is both extremely competitive as well as completely transparent. Wellington receives no “Revenue Sharing” payments from your company retirement plan’s investment providers so you are assured that all investment recommendations are made solely for the benefit of your plan participants. Every nickel of Wellington’s compensation is either reported on the participants’ account statements if deducted from their accounts, or itemized on an invoice sent to the plan sponsor if for an employer-borne expense. Who else does that! 

Recordkeeping Services:* Our recordkeeping costs are straightforward and low. ONETIME PLAN SET-UP COST: 

$500 PLUS $20 PER ACTIVE PLAN PARTICIPANT  ANNUAL PLAN RECORDKEEPING COST: 

$1,050 PLUS $20 PER ACTIVE PLAN PARTICIPANT*

  EVENT-DRIVEN RECORDKEEPING COSTS: 

PLAN PARTICIPANTS REQUESTING DISTRIBUTIONS OR LOANS ARE CHARGED AN ASSOCIATED FEE DEDUCTED FROM THE DISTRIBUTION REQUESTED. *

 

Investment Advisory Services: Wellington individually offers each plan participant three levels of advisory services so that each person can individually decide – and pay for – only the level of service they feel most appropriate for them personally.*

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Our Pricing:  Wellington’s pricing is both extremely competitive as well as completely transparent. Wellington receives no “Revenue Sharing” payments from your company retirement plan’s investment providers so you are assured that all investment recommendations are made solely for the benefit of your plan participants. Every nickel of Wellington’s compensation is either reported on the participants’ account statements if deducted from their accounts, or itemized on an invoice sent to the plan sponsor if for an employer-borne expense. Who else does that! 

Recordkeeping Services:* Our recordkeeping costs are straightforward and low. ONETIME PLAN SET-UP COST: 

$500 PLUS $20 PER ACTIVE PLAN PARTICIPANT  ANNUAL PLAN RECORDKEEPING COST: 

$1,050 PLUS $20 PER ACTIVE PLAN PARTICIPANT*

  EVENT-DRIVEN RECORDKEEPING COSTS: 

PLAN PARTICIPANTS REQUESTING DISTRIBUTIONS OR LOANS ARE CHARGED AN ASSOCIATED FEE DEDUCTED FROM THE DISTRIBUTION REQUESTED. *

 

Investment Advisory Services: Wellington individually offers each plan participant three levels of advisory services so that each person can individually decide – and pay for – only the level of service they feel most appropriate for them personally.* 

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Standard Prototype Plan. Over 90% of our 401(k) plan sponsor clients are able to utilize this type plan. There are NO additional costs built into the plan investment options to invisibly increase your plan recordkeeping costs paid to Wellington! Please “Request a Proposal” for more details.

Cost is for comprehensive services including preparation of Form 5500 and all required IRS testing.

Please “Request a Proposal” for details.

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Contact Us Via Email:

*Name: Phone: *Email:

Please contact me regarding:

□ Complementary Cost & Services Comparison□ Referrals for the Perfect401k Plan. (I can get compensated for plan recordkeeping referrals?!)□ Lets get starting putting my company’s Perfect401k Plan into place!□ Other

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Request Confidential Complimentary Proposal:

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Thank You!

Wellington Financial Group, Inc. 14325 Willard Rd. Ste. 104

Chantilly, VA 20151Proposal@perfect401k.com(800) 203-2670 Ext. 3333

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Perfect401k .com

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Pricing Take the Tour!About Perfect401k Contact Uswww.

Perfect401k .com

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Compare Cost & Services

ServicesSummary

This page will contain a video tour of the Perfect401k Plan - to be added later…

Attract high-quality new hires and earn the appreciation of current employees with a state-of-the art retirement plan .

Reduced Costs – From plan setup to ongoing administration, Wellington’s ability to efficiently streamline the recordkeeping process and manage data allows us to keep costs to a minimum. Wellington routinely saves plan sponsors 35% to 70% on plan recordkeeping costs ANNUALLY.

Plan Optimization – Create the perfect plan for your company. Draft the plan provisions that fit your needs and open up the universe of investment options to any degree desired within self-directed accounts.

Reduced Liability – Trustees and fiduciaries can greatly reduce their personal liability with the addition of a ‘Discretionary Fiduciary’ to the plan. The vast majority of Wellington’s competitors are NOT acting in such a high-level fiduciary capacity.

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Wellington’s “Business Practices Statement”

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“Perfect” to Plan Sponsors Means:

Single-Point-of-Contact – Got a problem that needs to be solved? No need for “the runaround“. A single person at Wellington acts as your single-point--of contact while our highly trained client service representatives are available directly to your company employees.

Easy-to-Use Interface – Our secure online data portal “RetireHQ” makes submitting contributions and managing participant information a breeze.

Turn-key Administration – Recordkeeping services are comprehensive. From setup or transfer of existing plans, Wellington handles all of your document needs, conducts all required plan testing and prepares your signature-ready Form 5500. Oh, and we do employee enrollment and ongoing education too!

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Preview “RetireHQ”

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“Perfect” to Plan Administrators Means:

Experience the service of a trusted “Boutique” firm coupled with the strength of a nationally recognized retirement plan

provider- Charles Schwab & Co., Inc.

Low-Cost (and Plentiful) Investment Options – Participants will have access to a vast number of low-cost, no-transaction charge mutual funds from many different fund families. Stocks, bonds and ETFs may also be made available.

Investor Profiles – Participants can individually select, and only pay for, the desired level of investment services from Wellington. Wellington representatives are always available to participants for individualized guidance and advice. Participants can even choose to fully delegate the ongoing management of their 401(k) account to Wellington.

Objective Guidance – Wellington does not receive any hidden compensation. That is, we’re not compensated by the mutual funds we recommend. Our interests are perfectly aligned with those of our clients; to grow the value of their accounts as fast as possible with the least amount of designated risk.

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“Perfect” to Plan Participants Means:

Say goodbye to the hidden expenses that are costing you years worth of additional

work to reach your retirement goals.

Consider this;

Over the course of a career an extra one percent in excess annual investment fees would cause a typical employee to work an additional FOUR YEARS in order to save enough to retire.

Quit “Doing Time” because of excess fees!