William E Smothers

William E Smothers

Investment Advisor

Credentials

  • Employed in the investment and retirement plan industry since 2000
  • 70 corporate retirement plan clients
  • Over $200 million in retirement plan assets
  • Graduated from University of Oregon
  • Series 7, 63 and 66 Securities Licenses
  • Advisor for Employee Benefit Design, Inc. and PNWRP since 2001, one of the leading retirement planning organizations dedicated to serving the Pacific Northwest and Southeast Alaska since 1971.

Service Commitment

Pacific Northwest Retirement Planners and Employee Benefit Design, Inc. specializes in working with both small employers and individuals that need a personal touch to successfully navigate through the maze of complicated rules and regulations that surround the retirement planning process. By working as a dedicated partner, I provide value that allows my clients the best opportunity in their pursuit of successfully achieving retirement income security.

Services

Retirement Plan Design/ Support

  • Plan Review
  • Consult on alternative plan designs
  • Safe harbor and compliance guidance

Investment Support

  • Annual plan investment review
  • Investment menu selecting and monitoring services
  • Assist with development of  Investment Policy Statement
  • Meet with retirement plan committee
  • Review quarterly fund/portfolio reports

Participant Support

  • Onsite enrollment meetings
  • Onsite education meetings
  • Retirement income planning
  • Distribution option education
  • Asset allocation support

Financial Products for Individual Investors

  • Annuities
  • Fee-only managed investment accounts.
  • College Savings 529 Plans
  • IRA’s/Rollover IRA’s (Roth, Traditional)

Insurance Products (Group and Individual)

  • Life Insurance
  • Long Term Care
  • Disability
Tom E Smothers

Tom E Smothers CRPC

Financial Advisor
President of Pacific Northwest Retirement Planners

Experience

  • Employee Benefits Representative – Standard Insurance Company
  • Regional Manager of Retirement Plans Sales – Standard Insurance Company
  • Owner of Employee Benefit Design, Inc- TPA service for Qualified Retirement Plans
  • Investment Advisor Representative providing Client-Focused financial services to businesses and individuals, helping them secure their financial dreams.

Education and Credentials

  • 4-year veteran of United States Air Force
  • Graduate of SIU-Carbondale
  • Industry Designation of CRPC – Chartered Retirement Plan Consultant

Interest

Tom grew up in the coal mining country of Southern Illinois but chose to live his adult life in the Pacific Northwest. His early career led him to work in most of the western United States but since the late 1990’s he has concentrated his work activities in Oregon, Washington and SE Alaska. Tom’s home base is Bend, Oregon.  

In his personal time, Tom enjoys traveling, fishing, biking and golf. However, his favorite activity is sharing time with his wife Jackie, two sons, Bill, Bryan and grandson Ryan. The family labradoodle, Gracie, is always nearby.