Personable.
Trusted partners in retirement plan services.
Comprehensive.
Responsive.
Transparent.
We love to share our knowledge of industry best practices and developments with our clients – it’s an integral part of the Wells Thomas service philosophy. We also provide it in an easy-to-read, informative newsletter format. For easy reference, here are quick links to our latest news and updates.
NEWS & RESOURCES
NEWS
Winter 2024 Newsletter
CLICK HERE TO READ
spring 2024 Newsletter
summer 2024 Newsletter
Fall 2024 Newsletter
CLICK HERE TO READ
CLICK HERE TO READ
CLICK HERE TO READ
CLICK HERE TO READ
CT State Retirement Plan Mandate:
My CT Savings
Steps in switching your SIMPLE IRA to a 401(k) Plan
Why start a plan
CLICK HERE TO READ
CLICK HERE TO READ
Administering your solo(k) Plan
CLICK HERE TO READ
plan administrator guide
CLICK HERE TO READ
long term part time employees
CLICK HERE TO READ
IRS Retirement Plan Limits
2023-2024
CLICK HERE TO READ
RESOURCES
IRS Retirement Plan Limits
2024-2025
CLICK HERE TO READ
Let us help you navigate the world of retirement planning that meets the needs of both you and your employees.
Request a Proposal
contact us →
