Sean Thomas, Qpa, Qka, Erpa Email & Phone Number

Wells Thomas, LLC & WT 3(16), LLCBranford & West Hartford, ConnecticutWells Thomas, LLC currently provides consulting and administrative services for over 900 retirement plans. With offices in Branford and West Hartford, CT, we work with clients on 401(k), profit sharing, prevailing wage, 403(b) and defined benefit plans. Started in 1983, Wells Thomas employs a staff with an average experience in the field of retirement plan administration of nearly 20 years. Our philosophy is to provide a straightforward approach to the development of a strategy that responds to the individual needs and objectives of our clients. We begin with an in-depth assessment of a client’s expectations. We then design, implement and administer each plan through a critical path and analysis supported by a team of on-staff experts intending to meet the specific goals of each client. To achieve this we will continually evaluate and update each plan to meet the changes in the economic, tax and legal environment. Whether your plan is large or small, new or existing, standard or unique, Wells Thomas, LLC can develop a customized solution for your needs.Specialties: Our staff has an average experience of nearly 20 years in administering: 401(k), 403(b), Profit Sharing, Money Purchase, Defined Benefit and Cash Balance Plans.WT 3(16) offers enhanced services designed to take many of the administrative burdens off of retirement plan sponsors. As an ERISA Section 3(16) Fiduciary WT 3(16) is designated plan administrator (DPA), and is responsible for many of the day-to-day operations of the plan. Depending upon the level of 3(16) services selected, this may entail distributing all required forms and notices to employees & participants, verifying and authorizing plan distributions and loans, or a full service option that includes signing and submitting government forms and documents directly with the DOL and IRS.

Listed skills include 401K, Retirement Planning, Pensions, Profit Sharing, and 12 others.