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Retirement and Other Employee Benefits

As financial experts, SmithPearlman & Co. partners with clients to maintain their business stability. What greater stabilizing force does a company have than its people? Because of this, SmithPearlman & Co. consults, advises, and educates on a full spectrum of employee products and services. We can help with your human resources programs and strategies. Let us assist you in creating an enduring competitive advantage.

We can design a competitive employee benefits package including:

  • Retirement Plans such as Defined Benefit, Profit Sharing, or 401(k)

  • Health, Life, and Disability Plans

  • Executive Compensation Plans.

  • Section 125 Cafeteria Plans.

  • 529 College Education Plans.

  • We can help you decide which plans are right for your organization and your employees.

    • We assist employers in designing strategic retirement and benefit programs that not only contain costs, but also enhance employee well being.

  • We can analyze your current retirement plan and plan investment options suggesting best-fit alternatives.

  • We partner with your team to ensure that your benefits program is painlessly implemented and administered.

  • We assist with employee communication and enrollment including participant investment education-even on a one-on-one basis.

  • We help educate employees about their benefits and investment options so they can fully maximize their plan benefits.

  • We can consult and assist in IRAs and IRA rollovers.



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    SmithPearlman & Co.
    100 TechneCenter Drive, Suite 200
    Milford, Ohio 45150
    Telephone: (513) 248-9210 | Fax: (513) 248-9327

    e-mail: info@smithpearlmancpa.com