• SMI-Grp3_3697


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Tailored Retirement Planning for Your Business

Establishing a qualified pension or profit sharing plan is a sound business
investment, offering tax advantages to both you and your employees.

Existing Client Portal

A list of all tools and resources for clients currently using our services including all required forms.


All of the services we offer including 401(k), Profit Sharing, and Defined Benefit Plans.

News and Press

A look into the latest news and events were involved in with the community.




Hear What Our Clients Say

“Thank you both for your input and clarifications for me.  Your availability and responsiveness is why Dick and I enjoy working with SMI!  We feel very well taken care of!”

G. Bridy

“When you devote a big part of your life to build assets that will last the rest of your life, your pension plan administrator becomes a big part of the puzzle. You folks have given me a great deal of peace, and I will forever be thankful that you are there for me.”

L. Papike