SMS Retirement is a firm that provides actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and Kentucky (although they are present in other states as well).
Most SMS Retirement clients are electric power generation, transmission, and distribution establishments, other residential care facilities, child and youth services, individual and family services, vocational rehabilitation services, social advocacy organizations, and civic and social organizations with revenues ranging from $4.9 million to $55 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Best Point Education & Behavioral Health | 501(c)(3) | Cincinnati, OH |
| 2 | United Rehabilitation Services of Greater Dayton (URS) | 501(c)(3) | Dayton, OH |
| 3 | Miami Valley Community Action Partnership | 501(c)(3) | Dayton, OH |
| 4 | Family and Children's Place | 501(c)(3) | Louisville, KY |
| 5 | Fleming-Mason Energy Cooperative | 501(c)(12) | Flemingsburg, KY |
| 6 | United Way of the Greater Dayton Area | 501(c)(3) | Dayton, OH |
| 7 | Jockeys Guild | 501(c)(5) | Lexington, KY |
| 8 | The Ombudsman Office | 501(c)(3) | Dayton, OH |
Competitors to SMS Retirement in the nonprofit sector include CBIZ Retirement Plan Services, The Horton Group, Cheiron, Inc., Parker Smith Feek, Brown and Brown, JP Morgan Chase, Blue Cross Blue Shield Of Michigan, The Segal Company, Segal Company, and Massmutual Life Insurance Co..
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