“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

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“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

 

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“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.

1-800-637-6677
info@wellsthomas.com

Wells Thomas, LLC
568 East Main Street
Branford, CT 06405
203-483-9998
Fax 203-483-9994

Wells Thomas
West Hartford, LLC

10 North Main Street
Suite 320

West Hartford, CT 06107
860-236-0340
Fax 860-233-3136

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Trusted partners in retirement plan services.

OUR PHILOSOPHY

We take pride in our ability to work collaboratively and efficiently with our clients and their professional advisors. We believe that the best results come from an open team approach, with no hidden agendas or costs. And that’s why, unlike many other plan administrators, Wells Thomas is a fee-for-service company, rebating clients any additional revenue that we receive from daily valuation providers on the investment value of the plan. We were one of the first companies to do so, earning our clients’ confidence and trust for well over 35 years.

Small growing companies, from one to 100+ employees, appreciate the value of working with the Wells Thomas team. Our ability to be personable and flexible, accommodating their company dynamics while complying with ever-changing regulatory requirements, proves to be a great asset. Each client is assigned one dedicated retirement plan administrator, saving clients time and effort while also developing a familiar relationship between all involved with plan design and operation. We encourage communication between client staff and Wells Thomas staff so we both better understand the operation of the plan, but we do not charge a fee for this communication time as it is organic to doing our job to the best of our ability. The following client letter is perhaps the best example of Wells Thomas customer satisfaction.

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