Onboarding Information

Thank you for selecting SMART IRA Plan Solutions as your small balance solution. Please complete the form below to begin your onboarding process. Within 24 hours, you will receive an email from DocuSign containing your Service Agreement and Recordkeeper Access Form.

As the Plan Sponsor and Employer, your participation in the SMART IRA Plan Solutions program requires no additional effort and incurs no cost to your organization. Our fully automated system manages the process from start to finish, ensuring a seamless and compliant experience.