Smart401k®

About Smart401k

Smart401k online investment advice has helped more than 25,000 individual investors with their retirement plan investments since starting in 2003. We've advised on more than 10,000 different company retirement plans, dedicating ourselves to providing an independent opinion and easy-to-use investment advice.

Smart401k advice is provided online, but the recommendations are created by licensed investment advisers. The adviser team is available to talk with you about your retirement investment questions or help you as you transition from one life event to another.

It takes less than five minutes.

Company Leadership

 

Ted Bloomberg, Chief Operating Officer

Ted Bloomberg has been Chief Operating Officer of The Mutual Fund Store since July of 2012. He is responsible for company operations, direction and strategy. Ted arrived from TD Ameritrade, where he was most recently Managing Director of Investools and served in multiple capacities in his 10 years there. Previously, he was a consultant to the financial services industry for several years. Ted graduated from Cornell University.

 

Chris Bouffard, Chief Investment Officer

Chris Bouffard has been the Chief Investment Officer of The Mutual Fund Research Center® since January of 2013. He is responsible for directing the Research Center's investment manager research and managing the firm's asset allocation models. Chris brings 20 years of experience to the role, most recently as Vice President of Portfolio Research at American Century Investments. Previously, he was Manager of Closed-End Fund Products and Research at Lipper, a Thomson Reuters company. He is a CFA charterholder, a member of the CFA Institute, and a member as well as past president of the CFA Society of Kansas City. He graduated from The University of Vermont.

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It takes less than five minutes.

Smart401k is a registered investment adviser which provides independent investment recommendations for employer sponsored retirement plans. Smart401k is under common ownership with The Mutual Fund Store. The Mutual Fund Store is a nationwide system of registered investment advisers, which include affiliated companies and independently owned and operated franchises. Individual Stores are SEC or state registered investment advisers. Each Store can offer investment advisory services to prospective and existing clients in the state where the Store is located, while a number of Stores may also offer advisory services in nearby or other states. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. The Mutual Fund Store and Smart401k are separate but affiliated companies. They are not responsible for each other’s services or policies. Each entity is its own separate entity that provides services for its client independent from the other. Prospects or clients may directly retain the services of The Mutual Fund Store.

The Mutual Fund Research Center, an affiliate of The Mutual Fund Store and Smart 401k, is an SEC registered investment adviser which provides asset allocation and mutual fund recommendations, as well as market and economic research to each Store in The Mutual Fund Store organization and their advisors. This includes the Store that provides you with advisory services. The Research Center does not manage client assets but rather provides non-discretionary investment advisory services to affiliates, including Smart401k. The Research Center provides templates of various asset allocation models for use by Smart401k Advisors. These templates include a range of asset allocation models from the most conservative to the most aggressive. Smart401k is responsible for evaluating and determining the proper asset allocation for a particular client and implementing an investment strategy for that client.