Smooth 401k

With Smooth 401K, our employer experience is built around efficiency, compliance, and strategy. We pride ourselves on a modern approach...

The employee experience is built on overall financial wellness, retirement readiness, and a personalized touch. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth

Partners and Financial Wellness Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/25/2026

We go beyond 401(k) enrollment.

At Smooth 401K, we offer monthly education webinars to plan sponsors and plan participants for ongoing learning.

This month’s topic addressed 529 plans. A common misconception is that 529 plans can only be used for college tuition, when actually 529 plans are flexible. Account assets can be used to pay for many qualified education expenses, including tuition expenses for K-12 public, private or parochial schools, student loan repayments, room and board, mandatory fees, books and supplies, and more.

Topics that matter and education that sticks. That’s how we turn participation into confidence.

08/19/2026

Congratulations to our 2026 interns, Patrick Lavelle and James Kosmides, on successfully passing their SIE exams!

As they wrap up their Smooth internships, we’re proud to celebrate this important milestone and the dedication, preparation, and hard work it took to get there.

Our firm is pleased to cover the cost of the SIE program for each of our interns, supporting their professional development and helping them take an important step toward building their careers in financial services.

Beyond passing their exams, they made meaningful contributions to our team throughout the summer. We’re grateful for their energy, curiosity, and commitment…and proud of everything they accomplished.

Congratulations Gents, and best wishes for all that comes next!

08/10/2026

We’re excited to welcome Autumn Harvey to the Smooth Team!

As Operations Manager, Autumn leverages more than 10 years of experience across financial advising, banking, and operations. Her well-rounded industry background allows her to bridge the gap between strategy and ex*****on, ensuring a smooth experience for clients and strong support for the team.

Known for her commitment to efficiency and service, Autumn is dedicated to making the implementation of financial plans straightforward and stress-free. She holds multiple financial industry licenses and brings a client-first mindset to everything she does.

Beyond the office, Autumn enjoys gardening, cooking, hiking, horseback riding, and exploring new destinations. A passionate traveler, she often documents her adventures through photography.

Join us in welcoming Autumn to the Smooth Crew!

08/05/2026

A great retirement plan isn't just about numbers - it's about people.

Our approach at Smooth 401K is simple:
Educate. Engage. Empower.

From in-person meetings to ongoing education and personalized retirement readiness insights, we help employees turn confusion into confidence.

Because when your team feels prepared for the future, everyone wins.

That's just part of the Smooth Difference.

07/28/2026

If you're between ages 60 and 63, you may have an opportunity to boost your retirement savings. Under the SECURE 2.0 Act, eligible employees can make higher 401(k) catch-up contributions than the standard age-50 catch-up limit, helping those nearing retirement save more during their peak earning years.

It's a good time to review your contribution elections and make sure you're taking advantage of every savings opportunity available.

Were you aware of this enhanced catch-up provision?

07/21/2026

Do you have a retirement account still in the 401(k) plan of a former employer? Several options exist for what you can choose to do with those funds, including:

-Rolling the balance into an IRA
-Leaving the money in your former employer’s plan (if permitted)
-Rolling the balance into a new employer’s retirement plan (if permitted)
-Taking a distribution from the account

Every situation is different, and the best choice depends on your financial goals, tax considerations, and long-term retirement plans.

Let us know how the team at Smooth can help!

07/07/2026

Can you believe we’re at the mid-point of 2026?? Now is a great time to check in on your retirement savings. A few small updates today can help keep you on track for your long-term goals.

Your Mid-Year Checklist:
✔️ Review your contribution rate
✔️ Make sure you're receiving your full employer match
✔️ Rebalance your investment portfolio if needed
✔️ Update your beneficiaries after any life changes
✔️ Review your retirement goals and savings progress
✔️ Increase your contribution if you've recently received a raise

Remember, retirement planning isn't about timing the market…it's about staying consistent and making informed decisions over time. Take a few minutes this week to review your account and see if any adjustments are needed. Your future self will thank you.

06/30/2026

Over the past year, Hannah Paul has delivered exceptional service to our clients at Smooth 401K, with her top priority providing comprehensive support to our clients in both implementation and beyond. She brings a diverse set of skills to the table, including logistics, management, operations, recruitment, and accounting and strives to ensure a “smooth” and positive experience for all parties involved.

We are grateful for the contributions, support, and dedication she brings to our Smooth Crew and our clients – and we’re thankful she’s part of the Smooth Family.

Join us in congratulating Hannah Paul!

06/23/2026

Looking at your retirement account and thinking "I should have started sooner"?? Remember this: the best time to start was years ago. The second-best time is today.

Whether you are 35, 45, or 55, progress is still possible. Focus on what you can control, like:

• Saving consistently
• Reducing unnecessary debt
• Taking advantage of tax-advantaged accounts
• Creating a plan and sticking to it

Every little bit helps. Your future self will thank you.

06/16/2026

Benefits shouldn’t feel complicated. That’s why Smooth 401K is built around clarity and connection. We don’t just manage plans - we:

• Meet employees face-to-face
• Provide consistent education year-round
• Deliver insights that show real progress toward retirement

Simple. Clear. Smooth.

Address

12645 Pearl Road
Strongsville, OH
44136

Website

https://smooth401k.com/

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