We pride ourselves on attracting and retaining a diverse pool of talented, service-focused professionals who are committed to providing the best for their clients for the long term. Meet our team!

ABOUT US

Small growing companies, from one to 100+ employees, appreciate the value of working with the Wells Thomas team. Our ability to be personable and flexible, accommodating their company dynamics while complying with ever-changing regulatory requirements, proves to be a great asset. Each client is assigned one dedicated retirement plan administrator, saving clients time and effort while also developing a familiar relationship between all involved with plan design and operation. We encourage communication between client staff and Wells Thomas staff so we both better understand the operation of the plan, but we do not charge a fee for this communication time as it is organic to doing our job to the best of our ability. The following client letter is perhaps the best example of Wells Thomas customer satisfaction.

It is with great pleasure that I enclose payment from our forfeiture account for your administration of our Plan. My partners and I agree that the value of your services - the time and efforts you have made to make sure that everything is done correctly - far exceeded the cost. Thank you again for caring and the exceptional work."

Very yours truly, John M. Letizia