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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

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Fall 2022 Newsletter

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SPRING 2023 Newsletter


summer 2023 Newsletter

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FALL 2023 Newsletter

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NEWS

Winter 2024 Newsletter

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IRS Retirement Plan Limits
2022-2023

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CT State Retirement Plan Mandate:
My CT Savings

Steps in switching your SIMPLE IRA to a 401(k) Plan

Why start a plan

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Administering your solo(k) Plan

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plan administrator guide

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long term part time employees

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IRS Retirement Plan Limits
2023-2024

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RESOURCES

Let us help you navigate the world of retirement planning that meets the needs of both you and your employees.

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