Broker Check

Retirement Plan Consulting Services

Qualified Retirement Plan areas of focus for our firm:

  • 401K
  • Profit Sharing
  • Defined Benefit
  • and Cash Balance

As a plan sponsor, you seek to offer a competitive and attractive plan for your employees, while keeping your plan compliant and easy to manage. This can sometimes be a daunting task!

As your retirement plan consultant, our goal is to make retirement plan management easy for you as the sponsor.

As a 3(21) plan fiduciary, we provide you with:

  • support
  • plan design
  • investment design, review and analysis
  • plan design and investment benchmarking
  • Employee Education
  • Employee level Investment Advice for additional fee

We can assist you in obtaining other fiduciary services (e.g. 3(38)) if desired.

We are committed to our clients success and to excellence in our plan services.

MISSION STATEMENT:

"OUR MISSION IS TO HELP YOU BUILD UPON YOUR SUCCESS BY PARTNERING WITH YOU TO DEFINE AND SET ACHIEVABLE GOALS FOR YOUR BUSINESS RETIREMENT PLAN. WE EMPLOY LEADING-EDGE PLAN DESIGN AND INDUSTRY EXPERTISE TO PROVIDE YOU WITH APPROPRIATE INVESTMENT STRATEGIES THAT DIVERSIFY YOUR PLAN'S INVESTMENTS WHILE REMAINING COST-COMPETITIVE."

*ROLES & RESPONSIBILITIES OF YOUR RETIREMENT PLAN CONSULTANT

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*3 AREAS OF FOCUS

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BOOK A COMPLIMENTARY REVIEW WITH DAVID W. SMITH, CFP®, CHFC®, QPFC AND EXPERIENCE THE DIFFERENC


Qualified Plan Financial Consultant™

Member - American Society of Pension Professionals and Actuaries

ASPPA.ORG


STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING AND CONSULTING SERVICES. SECURITIES ARE OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP MEMBER FINRA/SIPC. STRATEGIC WEALTH MANAGEMENT, LLC AND UNITED PLANNERS ARE NOT AFFILIATED.