Who We Serve
Serving Trusted Advisors
Our industry expertise and transparent communication fosters valuable partnerships.
Our Commitment
A partnership built on creativity, expertise, and trusted service.
We are a client-focused retirement plan design and administration firm, proudly serving the Cincinnati community and clients nationwide for decades. Our team of professionals, including Enrolled Actuaries, Consultants, and Administrators, has built our reputation on delivering creative, personalized retirement solutions and deep expertise to our clients, including sole proprietors and employers of all sizes. We believe that our clients are best served when we partner with equally talented and dedicated advisors.
Your Trusted TPA Partner
Accountants, Financial Advisors, and Recordkeepers are our valued partners.
SMS Retirement is proud to have partnered with Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for decades. Our relationships with these trusted partners will always be highly valued by our team. Our reputation for responsive service, creative plan design, and accurate, personalized actuarial and plan administration has made us a trusted partner for retirement solutions nationwide. We don't take that recognition lightly, which is why we are committed to providing the most collaborative and dedicated partnership to everyone we work with.
5
Members of the American Academy of Actuaries (MAAA)
5
Enrolled Actuaries
(EA)
3
Associate of the Society of Actuaries
(ASA)
5
Qualified 401(k) Administrators
(QKA)
2
Fellow, Conference of Actuaries
(FCA)
1
Certified Employee Benefit Specialist
(CEBS)
1
Qualified Pension Administrators
(QPA)
3
American Society of Pension Professionals & Actuaries Members (ASPPA)