Retirement Plan Services
We can operate your company's retirement plan through SMITH HAYES Financial Services as a broker-dealer relationship or through SMITH HAYES Advisers, Inc. as a registered investment adviser. Both companies are committed to working with retirement plans. We assist you in coordinating each of the components that make an effective retirement plan for your employees. These consulting duties include, but are not limited to, aiding you in selecting a recordkeeper and trustee, guiding the investment selection and educating your plan participants. Additionally, our extensive experience makes the start up or conversion process, whichever it may be, smooth and simple. We are the only source you need to create a retirement plan you can be proud to offer your employees.
Our comprehensive solution is built around three core principles:
- Simplicity – We will guide you through our five-step process and ease your administrative burden.
- Focus – We will independently manage all providers in your plan.
- Balance – The goal is to minimize overall costs while creating exceptional value.
Your retirement plan solution involves five critical components:
- Taking Inventory
Investment Management
Fiduciary Oversight
Participant Education
Vendor Management
