About Us

Why Smart401k was created

Adam Bold and Scott Revare founded Smart401k in September 2003 to address the confusion and uncertainty Adam heard each week on his nationally syndicated radio show - The Mutual Fund Show. Callers were constantly asking for advice about work retirement plan investing. Hearing the callers' need motivated Adam and Scott to build a company providing unbiased advice that is accessible and cost-effective.

Who we are today

We're a team of people passionate about planning for retirement. Our employees are devoted to helping you learn how to take control of your retirement future.

When you take an active role in the retirement planning process you increase the likelihood that you'll be able to reach the retirement that you envision.

The Smart401k process involves more than making smart investing decisions; our members also interact with our advisers and the resources we've developed. As a result, our members understand their own needs and have a plan to reach their goals. We'll help you determine how much you need to save, when to retire and whether your expectations are reasonable.

We come to work each day motivated by the challenge of helping you plan for retirement confidently.