Our approach is in our name. Experience the Smooth Difference and modernize your retirement plan with Smooth 401K

Stop the administrative burden and starting
being strategic with Smooth 401K

EMPLOYERS

The legislative, regulatory and product landscape has evolved to allow us to offer a new solution that addresses employer’s issues and concerns. This streamlined approach focuses on addressing the primary issues of cost, administration, and risk mitigation.

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MERGERS & ACQUISTIONS

ADVISORS

With Smooth 401K, a team-based approach allows advisors who specialize in working with individuals, executives, and business owners to partner with an experienced 401(k) team.

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This new product capitalizes on recent changes in regulatory and vendor environments to build a better experience.

Smooth 401K Pillars

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TEAM-BASED APPROACH

Clients have access to a full bench of retirement advisors and a team focused on client service. We offer continuity and our process-oriented solution enables qualified professionals dedicated to their specialized tasks to support and connect everyone on the road to retirement.

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EASE OF ADMINISTRATION

We are systematic yet innovative in leveraging technology while maintaining personal engagement, utilizing software for full 360 payroll integration to minimize most of the administrative responsibilities.

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MAXIMIZE FIDUCIARY SERVICES

A local 3(38) fiduciary advisor with investment discretion is just a phone call away. 3(16) administrative fiduciary services are also available to take on many compliance features, as well as the signing, filing, and submitting of your form 5500.

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EMPLOYEE EDUCATION

From C-suite tax strategy to employee budgeting workshops, we provide education that helps team members feel confident about finances. We make retirement saving understandable and actionable.

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401k Services

Solutions that help employers support their team’s long-term financial success

Individual and Corporate Clients

Million in assets under management

THE SMOOTH BLOG

Educate Yourself…

Welcome to the Smooth Financial Services Blog—your go-to resource for insights, tips, and expert advice on all things finance. From market updates and investment strategies to retirement planning and money management, our blog is here to keep you informed and empowered on your financial journey.