What is Smart401k?
Advice for Individuals
Smart401k is easy-to-understand 401(k) advice for employees who want to understand how they can get the most from their company-sponsored
retirement plan. We worry about your retirement account so you don't have to.
If you're like most, your employer-sponsored retirement plan represents the majority of your retirement savings. You want to be smart about
how you allocate those dollars but unless you have a background in finance, you may be confused. How do you interpret the data? Will your
funds grow enough by the time you retire? Where can you get affordable, unbiased 401(k) advice that will help you get the best results from
your retirement plan investing?
Support for Employers
We improve your benefit package by offering affordable, easy-to-understand 401(k) advice that replaces employee confusion with peace of
mind. We're also here to help with 401(k) fund selection and ongoing monitoring to ensure you meet the requirements of your investment
policy statement. And we're ready to be a co-fiduciary on your plan.*
*For select services only.
Your Peace of Mind Starts Here
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We watch the retirement plans of employees from more than 4,500 companies and nonprofit organizations such as hospitals, schools,
states and cities.
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We make a complex process remarkably simple so you can make sense of your allocation options.
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We put personalized, unbiased financial guidance at your fingertips, in plain English, so you get the answers you need to make informed
decisions about your retirement plan.
Want to know more? Find out How Smart401k Works.