Corporate Client Group

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Complimentary Retirement Plan Evaluation

In order to craft a personalize plan recommendation, a Financial Advisor will discuss with you the various aspects of your company's business.

Smith Barney will consider the plan history, employee census data, future expansion plans and cash flow when deciding on an appropriate plan design. Drawing on this information, Smith Barney will suggest a plan design appropriate for a particular business.

Smith Barney will perform a thorough, comprehensive evaluation at no cost. We believe our willingness to provide consultative assistance without taxing client resources distinguishes Smith Barney from its competitors.

To request the Evaluation, please call us at 212-723-9923 or email us.

To learn more about our retirement plan services click here.

For additional questions on our corporate services please click here to send us an e-mail.


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