Value Added Services

In addition to retirement plans, we offer other services and "value-added" features, which may be of interest.

Employees wanting to invest money over and above their retirement contributions will benefit from their relationship with SMITH HAYES. Our team of brokers is available to work on an individual basis with each employee in developing and implementing their own personal investment plan. We find that the more comfortable participants are in their understanding of investments, the more likely they are to participate in company retirement plans with confidence. Education is the key to your plan's success and this sort of personal service available at SMITH HAYES helps ensure high levels of understanding among participants. These services are simply available if desired. Employees are never solicited for additional business.

These value-added features are not only available to individual participants but also to you, as the plan sponsor. For instance, we have the ability to assist you in implementing a payroll deduction investment plan. This is an easy way for your company to provide an additional investment conduit to your employees. Reduced sales charges (if any at all), top quality investment choices, effective dollar cost averaging, and the ability to invest in a ROTH IRA are just a few of the benefits associated with a payroll deduction plan. Should you decide a program, such as payroll deduction, is something you would like to implement, we are always ready and willing to work with you.

LINCOLN: 1-800-279-7437
OMAHA: 1-866-865-1700
COLUMBUS: 1-888-881-1878