Case Study: Smooth 401(k) scales white-glove 401(k) service with Vestwell

How Smooth 401(k) Partnered With Vestwell To Accelerate Their Growth

Smooth 401(k), an advisory firm built on a white-glove service model, faced the challenge of scaling its high-touch client experience as it grew. They needed a recordkeeping technology partner that could handle their volume while providing the exceptional, personalized service their clients expected. The firm chose to partner with Vestwell to meet this need.

By implementing Vestwell's modern savings platform, which features extensive payroll integrations and user-friendly portals, Smooth 401(k) was able to streamline its operations and enhance its support capabilities. One year into the partnership, they had 19 active or onboarding retirement plans with Vestwell. This collaboration enabled the firm to efficiently manage more clients at a lower cost, accelerating their growth while maintaining their signature white-glove service.

Smooth 401(k)

Brent Teague

Managing Partner