Smart401k Investment Recommendation
(Example for illustrative purposes only)

You don't need to spend hours researching the funds available in your retirement plan at work. 

Smart401k Investment Advisors do the work for you, analyzing fund performance, manager track-record, expenses and style fit as a part of the fund selection process. 

• Detailed: Your advice is tailored to the funds available in your retirement plan.

• Professional: Smart401k uses a proprietary fund evaluation strategy, incorporating Modern Portfolio Theory and advisor oversight to create your recommendation for your retirement goals.

• Easy to use: Use the list we've prepared to make changes to your account.

Smart401k is an independent provider of retirement investment advice. We're not paid by fund companies to sell their products. We're a flat-fee, Registered Investment Advisor operating solely in your best interest.

Connect with the Smart401k advising team

Our online investment advice solution makes managing your retirement investments easy, and we back up our recommendations with professional investment advisor support.

Creating a retirement strategy with professional 401(k) help can guide you toward reaching your retirement goals. Smart401k investment advisors are available to work with you by phone, email or online chat, the same way you would work with an advisor in an office setting. Only, with Smart401k you never have to leave the comfort of your home. 

Smart401k advisors do not receive sales commissions. They are salaried employees, so their concern is providing quality investment recommendations and answers to your retirement questions. 

Smart401k Retirement Outlook Tool

Just like with any road trip, you need to have a map to guide you on your journey. Smart401k provides you with access to tools and resources to create your own retirement strategies map. 

• Retirement Outlook: discover if you're on track to reach your goals and make changes to your plan, factor in your outside savings and your lifestyle choices to see how many years you could have in retirement

• Saving Calculators: try different saving amounts to determine your optimum strategy, see how early withdrawals affect your planning and determine how much your retirement may be worth in the years to come

• Information Resources: be an informed investor and stay on top of market news and tips with the Smart401k Blog and Resource Center