SMART IRA Plan Solutions
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  • Plan Participants
  • For Employers
  • For Plan Professionals
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    • SMART IRA Plan Solutions
    • Plan Participants
    • For Employers
    • For Plan Professionals
    • Contact
SMART IRA Plan Solutions
  • SMART IRA Plan Solutions
  • Plan Participants
  • For Employers
  • For Plan Professionals
  • Contact

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Why SMART IRA PLAN SOLUTIONS

You’ve worked hard to build your retirement savings — and just because you’ve left your employer doesn’t mean you should stop. At SMART IRA Plan Solutions, we make it easy to keep saving with confidence. Our program gives you access to low-cost mutual funds typically reserved for large investors, helping your money go further.

Saving for retirement is one of the most important financial decisions you’ll ever make. The earlier and more consistently you save, the greater the opportunity for long-term growth, financial independence, and peace of mind. With SMART IRA Plan Solutions, you can stay on track toward the retirement you’ve worked so hard to achieve.

Special Tax Notice

Special_Tax_Notice (pdf)

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Individuals should consult their own tax adviser or legal counsel for guidance related to their specific situation. SMART IRA Plan Solutions does not provide legal, investment, or tax advice. SMART IRA Plan Solutions is a division of ERISA Risk Management, LLC and is not a Registered Investment Adviser (RIA). For more information regarding the affiliated RIA for your IRA, including a copy of its Form ADV, please email: info@smartiraplansolutions.com.

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SMART IRA Plan Solutions

Participant Questions (855) 441-0278

General Questions (805) 670-4986

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