Stop the administrative burden and start being strategic
Modernize your retirement plan
Advisor – With Smooth 401(k), a team based approach allows advisors who specialize in working with individuals, executives, and business owners to partner up with an experienced 401(k) team.
This new product capitalizes on recent changes in regulatory and vendor environments to build a better experience.
Team Based Approach
With the complexities of working with retirement plans and individuals. It is challenging to become a jack of all trades. This process-orientated solution enables qualified professionals dedicated to their specialized tasks to support and connect everyone on the road to retirement.
Ease of Administration
Maximize Fiduciary Services
A local 3(38) fiduciary advisor with investment discretion, is only a phone call away. 3(16) administrative fiduciary services available that would help take on many compliance features, as well as the signing, filing, and submitting the form 5500.