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Shaffer Capital
550 Polaris Parkway, Suite 130
Westerville, OH 43082
Phone: (877) 891-1213
Fax: (614) 891-7360
Shaffer Capital Private Clients
- If you are a Private Client, please contact us at service@shaffercapital.net or 877-891-1213.
- If you are interested in becoming a Private Client, please contact us at info@shaffercapital.net or 877-891-1213.
Retirement Plan Sponsors and Participants:
- For investment and financial advice, please contact us at planadvice@shaffercapital.net or 877-891-1213.
- For all other inquiries and requests, please contact your Plan's Recordkeeper or other service provider.
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.
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