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.
Retirement Plan Services
As fiduciaries, we work with plan sponsors 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.
Smith Bruer Advisors is a 3(38) investment co-fiduciary to retirement plan sponsors. In this role, we select and monitor investment options, mitigating overall risk and liability. We implement this service through our philosophy of focusing on cost, diversification, and evidence-based investing.
We provide services for institutions and nonprofit organizations such as investment management, performance reviews, investment committee oversight, investment policy statement guidance, and fiduciary services.