William E Smothers

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