“As a wealth management consultant, I work with multiple third party administrators but Wells Thomas is usually my first choice when referring clients. In addition to their comprehensive knowledge and direct access approach, I like the fact that they were one of the first companies to use revenue sharing funds to offset their fees instead of pocketing it as additional, hidden income.”
-Wealth Consultant, Milford, CT
“In the 10 years that I have been working with Wells Thomas as our company’s plan administrator, they have consistently demonstrated a deep knowledge of current and best practices, and have delivered customized services in a personable yet professional manner. I appreciate their responsiveness and can count on their accuracy.”
– Carol Myers, Controller
“Wells Thomas has functioned as the third party administrator for our firm’s retirement plan since its adoption in 1990. Over the 25 years of our relationship, we have found their services to be professional, complete and timely. We routinely recommend them to our clients who are in need of the services they provide.”
-Louis Criscuolo, Partner
“Sirois Tool Company has used Wells Thomas as our profit sharing plan/401k third party administrator for over 30 years. Obviously, in that time period, there have been many changes at Sirois, at Wells Thomas and with ERISA rules, but everything has always been handled professionally and efficiently. Sean, Kris and their team have been a pleasure to work with.”
-Alan Ortner, President & Owner, Sirois Tool Co., Inc.
Wells Thomas, LLC
568 East Main Street
Branford, CT 06405
West Hartford, LLC
10 North Main Street
West Hartford, CT 06107
Trusted partners in retirement plan services.
With over 750 retirement plans in our service portfolio, the Wells Thomas client base is as varied as the business industry is in general. Our ability to customize and adapt retirement plan design and administrative services to changing needs makes us a great asset and true partner to growing businesses or organizations with dynamic employee benefits – from sole proprietors and partnerships, to corporations, non-profits and municipalities, in a full spectrum of industries:
We also recognize and value the role of our clients’ professional advisors, working together to provide a seamless and cohesive approach for maximizing the client benefit and avoiding duplication of time and effort. Perhaps that is why investment advisors, accountants, and other financial consultants are our largest source of client referrals – evidence that the entire team at Wells Thomas are trusted partners in retirement plan services.