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Smooth 401k offers a team-based approach with enhanced customer service, catering to both employers and financial advisors. We prioritize meeting fiduciary responsibilities through a systematic process and proprietary client service model. While competitors seek automation, we emphasize human-to-human contact to provide employers with peace of mind.
A collection of dynamic providers and technology that offer clients:
• Ease of Administration through full payroll integrations to address most of the day-to-day tasks and administration, money movements
• Full 3(38) Fiduciary discretion with a local contact to speak with, this paired with top fund managers and institutional shares in various asset categories
• Cost Effectiveness with providers utilizing pooled concept buying power
• 3(16) Administrative Fiduciary services to help take on many compliance features, as well as the signing, filing, and submitting the form 5500
Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor
This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.
This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
3(16) ERISA Fiduciary Provider, Payroll Integrations, Third Party Administrators, Empower Retirement, Financial Wellness Partners, and LPL Financial are separate and non-affiliated entities.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Cleveland, Oh, Us
- Industry
- Financial Services
- Website
- http://Smooth401k.com
- Keywords
- 401k, retirement plans, 403b, 338 Fiduciary, Fiduciary, 321 Fiduciary, 316 Fiduciary, Startup 401k, retirement, 401k RFP, 401k Advisor, 401k Consultant.
- HQ
- Cleveland, OH
Smooth 401k Questions
Smooth 401k's website is http://Smooth401k.com
Smooth 401k's LinkedIn profile is https://www.linkedin.com/company/smooth-401k
Smooth 401k has
8 employees.
View email and phone details for 8
employees at Smooth 401k.
Smooth 401k's industry is
Financial Services
Smooth 401k's top competitors are
Financial Wellness Solutions Group,
L Marketing Consultants,
Apex Pension Strategies, Inc.,
Verity Asset Management,
Fortunet Capital,
Pension Management Consultants, Inc.,
Lumina Imaging And Diagnostics,
Professional Courage®,
Compliance 401k,
Financial Wellness Partners.
Smooth 401k's categories are Financial Services
Smooth 401k's founding year is 2022
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John Zakel Jr.
Partner
Cleveland, Ohio, United States, United States7adp.com, aol.com, hotmail.com, aol.com, adp.com, honeycombcredit.com, netscape.com4 +144026XXXXX
-
Timothy McKee
Certified Public Accountant | Personal…
Cleveland, Ohio, United States, United States -
Bill Garten
Partner @ Stratos Wealth | Retirement…
Hudson, Ohio, United States, United States3stratoswp.com, yahoo.com, stratoswealthpartners.com1 +121659XXXXX
-
Brent Teague
401(K) Investment Advisor | Managing…
Cleveland, Ohio, United States, United States4oswaldcompanies.com, gmail.com, hotmail.com, financialwellnesspartners.com1 +121637XXXXX
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