ADVISOR
SOLUTIONS
ADVISOR 401K SOLUTIONS
Simplify and Upgrade Your 401K Offering by Partnering with Us – Your 401K Back Office
Smooth 401K helps make it easy for advisors to offer 401(k) plans to their clients by providing plan design assistance, setup coordination, and ongoing compliance and administrative support. Our streamlined platform simplifies the process from start to finish, allowing advisors to focus on growing their business while we help drive the backend. With customizable investment options, automated onboarding, and dedicated support, Smooth401K empowers advisors to deliver a modern retirement solution that meets the needs of today’s small businesses.
“Smooth 401K is a great partner. Improved and standardized our fiduciary service to clients. Strengthened my relationship with clients. Strong partner.”
Phil, Stratos Wealth Advisor
“Smooth 401k has allowed me to have expertise in the 401k cash balance space and it’s completely hands off. I can focus on the business owner’s wealth management needs while knowing that their retirement plans are compliant and efficient.”
Jeremy, Independent RIA
Investment
Managers
