W

Wellington Retirement Solutions, Inc.

9 employees

Wellington Retirement Solutions is an advisory firm that provides investment strategies to promote financial growth for organizations.

Basic info

financial services

401(k) Plan Recordkeeping

Cross-Testing and Safe Harbor

Individual Brokerage Accounts

Advanced Plan Design

Daily Trust Accounting

Preparation of Form 5500

Venture Capital

Consulting

Pension Consulting

401(k) Nondiscrimination Testing

Financial Services

Third Party Administration