Martin Smith

Managing Principal Owner @Prime Pensions, Inc.

Office locations in Seattle and Tri-Cities, WA, US

website - have been recognized by the Puget Sound Business Journal as one of the 100 Fastest Growing Private Companies in Washington for five consecutive years!(20••••22)We are a full-service retirement plan consulting and third party administration (TPA) firm. We also partner with other TPA firms to provide them with back-office support for Defined Benefit and Cash Balance Plans.We provide creative and individualized retirement plan solutions for small and medium sized employers in the Pacific Northwest. We provide extensive administrative and compliance services including plan design, implementation, drafting of the plan document and summary plan description, administration and communication services, for a wide variety of retirement plans. Types of plans we service include:• 401(k) – traditional, safe harbor, and auto-enrollment• Profit Sharing – Pro-rata, Cross-tested or New Comparability• Money Purchase• 403(b)• Employee Stock Ownership Plans (ESOP)• Defined Benefit - traditional and cash balance plans• Defined Benefit / Defined Contribution Combo PlansWe are uniquely positioned to meet the needs of clients with:• Customized Service • Local Service with face-to-face representation• Emphasis on custom and personalized services• Professionally credentialed staff (APA, EA, QKA, QPA)• Expert plan design consulting• Assistance at point-of-sale for referral sourcesWe are committed to a standard of excellence in customer service with each touch point we have with our clients and advisors: phone, mail, e-mail, webinars and face-to-face meetings. In addition, we have developed a standard of service that is measurable and holds each member of our team accountable to this standard.Our goal is to be a partner to implement and maintain the best retirement solution to maximize retirement savings opportunity and provide meaningful benefits for business owners and their employees.