About Smart401k
In September 2003, Chief Investment Officer Adam Bold and CEO Scott Revare founded Smart401k® with the goal of helping
employees invest in their 401(k)s. The original idea for the company came from Adam ? he hosts a weekly nationally broadcast
radio show on mutual fund investing and he noticed that the most frequently asked question by callers to the show was "how should
I invest my money in my 401(k) plan?" Adam and Scott noted the lack of options for employees to get access to advisers who could
provide unbiased, investment recommendations and quickly established the business.
Smart401k started accepting customers in the summer of 2004 and was initially focused on selling advice services directly to employees.
The direct to employee business surpassed the 10,000 customer level in October 2008 and has grown several hundred percent every year since the service was first offered.
Over time, Smart401k services have expanded to allow employers to sponsor Smart401k Advice or managed portfolio services for their
employees ? at per-employee rates that are a fraction of standard per employee pricing.
Since the Fall of 2007, Smart401k has also forged relationships with several major 401(k) providers, 401(k) advisory firms,
and Third Party Administrators/Recordkeepers to offer Smart401k services to their customers.
Today, thousands of employees across the country rely on the team of advisers at Smart401k for the guidance they need to make
smart decisions about their retirement plan fund allocation.