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.
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.
This new product capitalizes on recent changes in regulatory and vendor environments to build a better experience.
Smooth 401K Pillars
TEAM-BASED APPROACH
EASE OF ADMINISTRATION
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.
EMPLOYEE EDUCATION
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
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