Smart Updates
The Smart401k Employer Services Blog is available with updates on advice, guidance and PPA.
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Your retirement plan participants need to understand why their employer-sponsored plans are important to help reach their retirement goals. They need investment advice tailored to fit their personal situation rather than generic one-size-fits-all advice. And they need unbiased information from someone who has their best interests in mind. We provide all of that and more.
Investment Advice
We realize that your employees are individuals, so they have different preferences regarding the way they want to receive investment advice. We offer two choices for managing your employees’ accounts, which are based on the level of involvement each plan participant wants to have.
- For your employees who want a hands-on approach, we offer Online Advice. For these participants, we provide fund-specific recommendations, and they implement the changes themselves.
- For your employees who prefer take a back seat, we offer the convenience of our Managed Portfolios. For these participants, we make the recommended investments and changes on their behalf.
Through both programs, your employees will have access to the same investment advice from Smart401k.
Investment Education
The goal of our ongoing communication and education program is simple: move beyond telling plan participants
what they should do (advice) and help them to understand
why they should do it (education). We strongly believe that the
why is a key ingredient for promoting healthy investing habits with an investor population that has historically made poor decisions.
Advisers
We encourage interaction between your employees and our advisers. Employees can contact our advisers by phone, email or live chat to discuss our investment recommendations or any other retirement investing questions.
Want to know more?
Please complete the following form and one of our advisers will contact you personally.