Retirement Plan Providerss
Don't miss the opportunity to serve forced-out and terminated participants
SMART IRA Plan Solutions provides plan service providers with a turnkey, compliant solution for managing mandatory distributions, small balance accounts, and plan terminations. Designed and managed by a former Senior Investigator for the U.S. Department of Labor, it is the only automatic rollover program built from a regulatory perspective to protect participants, plan sponsors, and providers. SMART IRA streamlines administration, reduces fiduciary risk, and ensures full compliance with ERISA, IRS, and Department of Labor regulations while preserving participant savings.
