Company Retirement Plans

Invest Smart USA delivers innovative solutions and advisory services for employer sponsored retirement plans.

Serving in a fiduciary capacity, we are an independent firm and registered investment adviser (RIA) that has been providing comprehensive asset management and retirement plan consulting services for businesses and individuals. 

As a small business leader/owner, you have many tasks calling for your attention and with multiple roles, you are a busy individual.  Finding the time to establish and monitor an investment plan can be a challenge.

Many unanswered questions come to mind about how to proceed. What are the costs? Which is the best type of plan for my business? (401(k), 403(b), SEP IRA, SIMPLE IRA, etc.) What are the eligibility requirements?  Do I have to contribute/match my employees and if so, how much?  What about DOL and IRS regulations?  What are my investment options for the plan?  Are there tax savings?

We will help you answer these questions and more and simplify the process. Our services include the following:

• Personal financial planning specific to business owners
  
• Open and administer accounts
  
• Investment selection, asset allocation, and performance reports.
  

If you are seeking an employer sponsored retirement plan service, contact Invest Smart USA today, for a free consultation, and learn how we can help you build a secure future for your business team.

Considering your first Plan or have an existing 401(k)?  Please see our 401(k) services page.

Contact Invest Smart USA today for a free consultation and learn how our retirement consulting can improve your plan, reduce your liability and lower your costs.  Contact us for a free 401(k) price comparison.  

Invest Smart USA is experienced in setting up small and mid-sized employer-sponsored retirement plans for our clients.  We have developed a working relationship with a cost-effective, high-quality 401(k) program Retirement Plan Access provider.