Helping You Plan Your Future
401(K) Plans
You’ve worked hard for your money—let Marmaras & Smith help it work just as hard for you.
401k Plans
Your future fully planned.
The 401(k) is one of the most popular retirement plans, letting employees contribute a portion of their wages to individual accounts. While widely used, 401(k) plans can be complex, and it’s important to work with a specialist to ensure your plan stays compliant with the Department of Labor and IRS regulations.
Pension Plans
Expert advice, advisors who care.
Many business owners know a stockbroker, but few have a retirement plan advisor who specializes in company retirement plans, especially 401(k)s. When it comes to retirement plans, the saying “you don’t know what you don’t know” couldn’t be truer.
Do you have a clear understanding of your fiduciary responsibilities, an Investment Policy Statement (IPS), a retirement plan committee, or all your plan expenses? Are you prepared to defend your plan in the event of an audit? Do you have a consistent, documented employee education process?
If you answered no to any of these, it’s time to call Marmaras & Smith. We help business owners navigate all these requirements—and more—so your retirement plan is compliant, well-managed, and effective for your employees.
Make the move toward a brighter financial future.
Connect with a trusted advisor today.
