SMS RETIREMENT

Our firm consists of two Enrolled Actuaries, five ASPPA credentialed members, and other staff averaging more than 20 years of experience in the retirement planning industry. We are experts in Defined Benefit and Defined Contribution plans, including newer "DB/DC Combo" plan designs. We can often help design a retirement program that significantly leverages the benefit provided to you, the owner, while still providing the desired benefit to your employees... We currently provide administration and actuarial services for more than 1,000 retirement plans. Our clientele includes professional corporations as well as self-employed individuals. We provide qualified retirement plans for corporate directors, professors, physicians, dentists, attorneys, CPA's and many other business owners in a wide variety of occupations. We administer plans ranging in size from a single individual to several thousand participants... We design and administer retirement plans to the desires of our clients...

Primary location: Miamitown United States