ABOUT
SMOOTH 401K

WE'RE SMOOTH

Mission Statement
And Purpose

We have spent decades in the retirement benefits industry and have seen the different changes throughout the hundred or more providers and their features, as well as trying to stay compliant with the ever changing legislation. This makes for an extremely difficult challenge for Plan Sponsors and Advisors to try to keep track and make sure they are doing the right things. This is why we created Smooth Financial. Utilizing the legislation revisions within the SECURE Act end of 2019, which opened up the Multiple Employer Program offerings that took in the great benefits of the pooled concept while maintaining the flexibility companies want.

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