Personable.
Trusted partners in retirement plan services.
Comprehensive.
Responsive.
Transparent.
s a Third Party Administrator (TPA) specializing in retirement plan services, we eliminate the uncertainty and manage the complexity of developing a balanced strategy with maximum benefit. Since we do not sell investment products, we work with a variety of investment advisors across numerous platforms, and are singularly focused on providing optimal, customized retirement plan services.
Personable, comprehensive, responsive, transparent is how many Wells Thomas clients describe the company and the team, and what we strive to be every day.
A
Retirement Plan Administration
We take pride in our ability to work collaboratively and efficiently with our clients and their professional advisors. We believe that the best results come from an open team approach, with no hidden agendas or costs. And that’s why, unlike many other plan administrators, Wells Thomas is a fee-for-service company. This, along with our hard work and extensive industry knowledge, has helped us to earn our clients’ confidence and trust for well over 35 years.
Our Philosophy
"In the 10 years that I have been working with Wells Thomas as our company’s plan administrator, they have consistently demonstrated a deep knowledge of current and best practices, and have delivered customized services in a personable yet professional manner. I appreciate their responsiveness and can count on their accuracy."
“Wells Thomas has functioned as the third party administrator for our firm’s retirement plan since its adoption in 1990. Over the 25 years of our relationship, we have found their services to be professional, complete and timely. We routinely recommend them to our clients who are in need of the services they provide.”
- Carol Myers, Controller
- Louis Criscuolo, Partner
“Sirois Tool Company has used Wells Thomas as our profit sharing plan/401k third party administrator for over 30 years. Obvioculy, in that time period, there have been many changes at Sirois, at Wells Thomas and with ERISA rules, but everything has always been handled professionally and efficiently. Sean, Kris and their team have been a pleasure to work with.”
- Alan Ortner, President & Owner, Sirois Tool Co., Inc.
Our team of experienced professionals is dedicated to helping you design, implement and manage the best retirement plan for your company. We understand that every business has unique needs, and we work with you to customize a plan that fits your specific goals and budget.
Whether you need assistance with 401(k), 403(b), profit sharing, or pension plans, we are here to help. Our services include plan design and implementation, compliance testing, contribution calculations, and annual reporting.
across hundreds
of businesses.
assets managed
1Billion
we are an
established firm.
year founded
1983
Our Firm At A Glance
By Numbers
through our
custom services.
businesses served
1000+
and counting serving
our clients.
team members
25
Let us help you navigate the world of retirement planning that meets the needs of both you and your employees.
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