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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

 

 

Not offering

your employees

a retirement plan

can be a costly mistake.

 

Whether your concerns are

cost, performance or service,

Sheakley can help you

with a plan

that best suits

your company's needs.

We keep it simple with

The Sheakley “K”.

  

 




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