Rather than relying on mass-marketed plans, SML offers a broad range of highly innovative retirement plans. Our “Next Level” plans are designed to take full advantage of very favorable tax law. Plans like DASH 401(k), Micro(k)®, 412(e)(3) “Fully Insured” and Cash Balance defined benefit plans have re-engineered the retirement landscape.
We also have a wholly owned subsidiary, Security Administrators, Inc., that can perform third-party administrative and actuarial services to businesses of all types. Their clients range in size and diversity from individuals and professional service corporations to emerging high-tech firms and manufacturing companies.