David Donaldson, CEO - SMART IRA Plan Solutions
SMART IRA Plan Solutions was developed by David Donaldson, a former Senior Investigator for the U.S. Department of Labor, to help plan sponsors uphold the highest fiduciary standards required under ERISA. Drawing on his extensive regulatory experience, David designed the program to ensure that plan sponsors have a compliant, transparent, and documented process for handling mandatory distributions and small account rollovers.
The solution was built to protect both participants and fiduciaries—reducing administrative burden, minimizing risk, and ensuring every transaction aligns with the standards of prudence, loyalty, and oversight expected by the Department of Labor. Through SMART IRA Plan Solutions, plan sponsors can confidently meet their fiduciary obligations while providing participants with a secure, principal-protected investment and continued access to their retirement savings.
SMART IRA Plan Solutions is part of a family of companies under ERISA Risk Management, LLC, the nation’s leader in fiduciary governance and ERISA compliance. Visit www.erisariskmanagement.com to learn more about our family of companies
