We have you covered. Our comprehensive financial planning approach helps individual investors, businesses and non-profit organizations create financial plans that are easy to understand and can be acted upon.
We provide services for institutions and nonprofit organizations such as investment management, performance reviews, investment committee oversight, investment policy statement guidance, and fiduciary services.
Retirement Plan Services
Smith Bruer Advisors serves as both plan advisor and 3(38) investment co-fiduciary. As plan advisors, we work with employers to ensure that their retirement plan is compliant, cost effective and that employees have access to retirement readiness tools. This includes 401k’s, SEP IRA’s, profit sharing plans, defined benefit and defined contribution plans. As a 3(38) investment co-fiduciary, we select and monitor investment options in order to mitigate overall risk.
Match your retirement plan specifications to employer goals.
Identify your fiduciary duty as an employer and plan sponsor as well as work to understand your risk and how to mitigate it.
Understand the fees of your retirement plan and where you can benefit from transparency and competition.
Learn how to implement payroll processes that can make administration easier.