Free 30-day Trial
Try Smart401k free for 30 days to see if it is the right advice option for you. Use the code SMARTOFFER during registration.
Register your account Register Today
It only takes 10 minutes to set up an account. You'll receive your tailored recommendation within 1 - 3 days.
Price
Membership fees are $59 paid quarterly or $199.95 paid annually.
Advisers
Our recommendations are created by advisers who are available to answer your questions via phone, email or chat. Whether you want to discuss your recommendation, your retirement account or other investment questions, Smart401k advisers are dedicated to helping you.
Experienced
Smart401k advisers must meet and maintain high quality standards, including:
- A bachelor’s degree with a minimum of two years of financial industry experience
- Series 65 Registration as a licensed Investment Adviser Representative Chartered Mutual Fund Counselor (CMFC®) or Certified Fund Specialist® designation
- Working toward or achieved Certified Financial Planner® or Chartered Financial Analyst® designation
Knowledgeable
Smart401k advisers provide investors with market commentary and investing insights through frequent article publications and educational updates. Sign up to receive regular blog posts written by members of the adviser team and visit the Smart401k Retirement Education Center dedicated to helping investors become more knowledgeable about their retirement options.
Please contact our adviser team today – we’re ready to help you.
Phone: 877.627.8401
Email: info@smart401k.com
Mail: 7501 College Boulevard, Suite 225, Overland Park, KS 66210