SMS Retirement
SMS Retirement is a consulting firm based in Cincinnati, Ohio, that has been providing retirement plan services since 1985. They specialize in designing and administering customized retirement plans for a wide range of clients, including professional corporations, self-employed individuals, and small business owners. With a team of experienced Enrolled Actuaries and ASPPA credentialed members, SMS Retirement offers objective advice and expertise in Defined Benefit and Defined Contribution plans, ensuring clients receive tailored solutions that maximize benefits for both owners and employees.
With over 1,000 retirement plans currently under administration, SMS Retirement has established a reputation for delivering reliable and comprehensive retirement plan solutions. Their independent service approach allows clients to rely on their expertise in plan design and administration, while their partnerships with accountants, attorneys, and investment advisors ensure a holistic approach to retirement planning. Whether it's tax sheltering strategies or providing substantial retirement income, SMS Retirement is committed to meeting the unique needs of each client, from individual participants to large corporations.
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