Who We Serve
Serving Employers
Delivering creative, tailored retirement solutions to employers and their teams.
Our Commitment
We’re here to serve our clients with extensive experience, expertise, and transparency.
Our clients and their goals are at the heart of everything we do. That's why the SMS Retirement team is committed to understanding your unique needs, delivering creative plan designs, and helping you maximize your retirement plan's results. We design and administer plans to the desires of our clients, including tax sheltering strategies and retirement plan benefits that attract and retain employees while providing income at retirement. With decades of actuarial expertise, we go beyond the numbers to ensure accuracy, compliance, and solutions tailored specifically to you. When the details matter, trust the team that knows them best.
Our Certifications
Credentialed and Trusted
ASPPA Credentialed
We proudly employ some of the leading retirement and actuarial experts in Ohio, and in collaboration with our partners at Strongpoint Partners across the country, we are positioned to help you with any challenge.
Enrolled Actuaries
Only an Enrolled Actuary can certify Defined Benefit and Cash Balance plans. With multiple Enrolled Actuaries on staff, we are uniquely equipped to handle your most complex actuarial needs in-house.
Members of the American Academy of Actuaries
Our Enrolled Actuaries hold membership in the American Academy of Actuaries, the premier professional organization for actuaries in the United States.
Making Retirement Work for Everyone
Personal Design. Objective Advice. Nationwide Reach.
At SMS Retirement, we combine deep actuarial expertise with the national scale and resources of Strongpoint Partners, giving our clients the best of both worlds. From sole proprietors like physicians, dentists, attorneys, CPAs, and professors seeking solutions such as a 401(k), Cash Balance, or DB/DC Combo Plan, to employers across Cincinnati and the surrounding region, our team designs strategies tailored to your goals. The result? Minimized tax liability, maximized retirement savings, stronger employee attraction and retention, and reduced risk through creditor protection.
5
Enrolled Actuaries
9
ASPPA Credentialed Members
20+
Avg. Years of Industry Experience
1,700+
Retirement Plans Administered
Backed by Strongpoint’s national infrastructure and resources, so we can meet any challenge.
375+ Retirement Consultants
|
~1K New Plan Designs/Year
|
32K+ Total Plans Administered
|
$54B+ Assets Under Management
|
~9.5 Avg. Years of Client Tenure
|
35+ Avg. Years of Design Specialist Tenure
|
375+ Retirement Consultants | ~1K New Plan Designs/Year | 32K+ Total Plans Administered | $54B+ Assets Under Management | ~9.5 Avg. Years of Client Tenure | 35+ Avg. Years of Design Specialist Tenure |