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Overview

Sheakley Pension Administration provides a one-stop retirement plan solution for the small to medium size employer. Beginning with a consultative meeting to determine the plan design which best meets the needs of you and your employees, to the actual implementation of the retirement plan, Sheakley along with its partners in the investment and brokerage community ensure a smooth and efficient implementation.

Sheakley Advantages:

  • Simple or Sophisticated
  • You Decide Investment Options
  • Profit Sharing Plan Allocation Methods
    (Direct Ratio, Age-Weighted, Integrated, Cross-Tested)
  • 72 Collective Years of Experience

As a 401(k) provider partnering with investment advisors some of our alliances include:
 

 American Funds logo  Manualife Financial logo  
 Hartford logo  UBS Fiduciary Services logo  

For more information, contact Carrie Lucas
Sheakley Pension Administration
1-800-877-2053 ext. 2384
email: pension@sheakley.com

 

Are you 404(c) compliant?

Plan sponsors have actually been sued by their participants for not being 404(c) compliant. To be sure your 401(k) plan is meeting all requirements contact our 401(k) dept. to discuss your liability as a plan sponsor.

Contact us to discuss at 800.877.2053 ext. 2610   

 




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