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Shaffer Capital Private Clients

Retirement Plan Sponsors and Participants:

Examples of non-advice requests include:

  • Enrollment, Loans, Distributions, Rollovers into and out of the Plan, QDROs, Login Assistance, Contribution Rate Changes, Beneficiary Updates, Statement or Balance Requests, System How-To Questions.
    • Loan Promissory Notes should be signed and sent directly to your company’s Plan representative.
    • Proof of Hardship should be provided directly to your company’s Plan representative.
  • If you are a Plan Sponsor Representative interested in becoming a Retirement Plan client, please contact us at info@shaffercapital.net or 877-891-1213.