To effectively serve plan participants, employees need investment advice that is personalized to their situation, an investment education program to keep them updated and informed, and access to advisors to answer any investment related questions they might have.
Investment Advice
We realize that your employees have different needs when it comes to how they want to receive our advice. So we offer them a choice based on how involved they want to be in managing their account.
- For those that want a more hands-on approach
we offer Online Advice, where we provide fund
specific recommendations and participants
implement the changes.
- Others prefer the convenience of our Managed
Portfolios where we make the transactions on
their behalf.
Through either program, employees have access to the same investment advice from Smart401k.
Investment Education
The goal of our ongoing communications program and interactive tools and resources is to go beyond telling employees “what” they should do (advice) to “why” we believe they should do it (education). We strongly believe that the “why” is a key ingredient in promoting healthy investing habits in an investor population that has historically made very 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 advice recommendations or any other retirement investing related topics.
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