Retirement Plan Solutions for all size employers,

professional service firms and small business owners.


Retirement Plan Solutions for all size employers, professional service firms and small business owners.

Our Firm

Our firm consists of two Enrolled Actuaries, five ASPPA credentialed members, and other staff averaging more than 20 years of experience in the retirement planning industry. We are experts in Defined Benefit and Defined Contribution plans, including newer “DB/DC Combo” plan designs. We can often help design a retirement program that significantly leverages the benefit provided to you, the owner, while still providing the desired benefit to your employees.

Privacy Policy

At SMS Retirement, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website or use our services.

Information We Collect

When you visit our website, we may collect certain information about you, such as your name, email address, phone number, and any other information you provide to us voluntarily. We may also collect non-personal information, such as your IP address, browser type, and operating system.

How We Use Your Information

We use the information we collect to provide you with our services, communicate with you, improve our website and services, and comply with legal requirements. We may also use your information to send you promotional emails or newsletters, but you can opt-out of these communications at any time.

Data Security

We take data security seriously and implement various security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, please note that no

method of transmission over the internet or electronic storage is

100% secure, and we cannot guarantee absolute security.

Third-Party Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as required by law or as necessary to provide our services. We may share non-personal

information with third parties for marketing, advertising, or other purposes.


Our website may use cookies to enhance your browsing experience. You can choose to disable cookies in

your browser settings, but this may affect your ability to access certain features of our website.

Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and your continued use of our website or services after the changes are made will

constitute your acceptance of the revised policy.

Contact Us

If you have any questions or concerns about our Privacy Policy, please contact us at

[(513) 984-6100].

Our Home Office SMS Retirement

Mailing Address: P.O. Box 128 Miamitown, OH 45041

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