Smooth 401k

01/06/2026

The New Year isn’t just about resolutions – it’s about progress.

For employers, that means helping employees stay on track toward retirement through a well-designed, well-managed 401(k) plan. Thoughtful plan reviews, clear communication, and ongoing education can make a real difference for participants in the year ahead.

From start-up plans to conversions to existing plan reviews, Smooth 401K is your dedicated retirement plan services firm focused exclusively on helping businesses and their employees get the most out of their retirement benefits.

11/25/2025

We handle 401(k)s by day...and apparently vibes and tunes by night! Proud to sponsor the DJ Booth at this year's Strongsville Education Foundation Casino Night, keeping both the beats AND 401(k) plans on track.

Here's to good music, good causes, and good futures!

02/07/2024

Exciting news!

The team at Smooth401k/Financial Wellness Partners are privileged to have received a ranking amongst Advisor Hub’s 200 Fastest Growing Advisors to Watch List. Our success is backed by:

📈 Scale: Reflects the size and profitability of our business, considering staffing, clientele, and sophistication.

🚀 Growth: Prioritizing organic growth, emphasizing year-over-year increases in assets, households, and production.

👔 Professionalism: Ethical practices, community involvement, and a strong team makeup.

This methodology levels the playing field for advisors, acknowledging diverse business models. Participation is free, unbiased, and without compensation to AdvisorHub.

Thanks to our team, clients, and partners for contributing to this achievement!

07/11/2023

Bipartisan efforts continue to make progress in the coverage of all workers to have access to retirement plans. We have a great Solo(k) option for gig workers who want to start today!
https://www.napa-net.org/news-info/daily-news/bipartisan-gig-worker-portable-benefit-pilot-program-reintroduced

05/16/2023

Want to attract the top talent and stay competitive in this labor market? It's essential to provide employees with benefits that are balanced, supporting their social, physical, mental and financial well-being. Investing in these areas can not only help you stand out from other employers but also create an environment of growth for your team.

Find out more by heading over to our website https://smooth401k.com/1062-2/

05/08/2023

Financial stress doesn't exclude anyone. Why not consider a holistic financial wellness program? Help improve your employee retention, productivity and attendance with the help of a financial advisor.

To find out more, click here https://smooth401k.com/how-can-holistic-financial-wellness-help-your-business/

04/30/2023

04/24/2023

Financial education is becoming increasingly important in today's world, but is it worth the company's time and resources to provide such a service? Helping employees reduce financial stress can help improve wellness, retention and productivity - and cost a fraction of the time lost from overwhelmed employees
Find More Info On Our Website https://smooth401k.com/1007-2/

04/17/2023

Your financial needs will vary depending upon where you are in life. The goals you set should reflect your lifestyle. Here are a few tips to help avoid common pitfalls and align your goals with your savings benchmarks. Read the full newsletter on our website! https://smooth401k.com/988-2/

04/10/2023

In today's economy, financial stress is having a profound impact on working American's. Stressed employees are feeling the pinch; this can affect productivity, retention and engagement at work. Financial education could be an easy solution that helps your employees and overall business.
Check out https://smooth401k.com/973-2/ for more info!!

04/03/2023

Check out the Top 5 benefits of 401k plans for participants.
https://smooth401k.com/962-2/

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03/28/2023

Gen Z is shaking up the retirement plan industry because of their growing demand for personalized investment advice.

This Gen Z trait will be the retirement industry’s biggest disruptor by 2030, according to Principal’s “Future of Retirement Survey”