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For Individuals Who Need Retirement Advice

For Employers

Looking to Improve Their 401(k) Plan

Are your employees confused by their retirement plan options? Our advisors can help them make informed investment decisions so that they get the most from their company-sponsored retirement plan.


We improve your benefit package by offering affordable, easy-to-understand 401(k) advice that replaces employee confusion with peace of mind.

 

About Smart401k: Our Benefits Enhance Yours

  • Unbiased, affordable 401(k) advice that's personalized for your employees.
  • We currently monitor more than 4,500 employer-sponsored retirement plans and can provide our Fund Selection and Monitoring service to you, utilizing an industry-leading tool.*
  • Work with Smart401k, our network of 401(k) plan sponsor advisors and plan administrators to create a full-service 401(k) plan for your employees.

    * For select services only

Participant Advice

 

Inside of Your Plan

Using the funds already in your plan, we'll work with your plan administrator to create a selection of portfolios that match various risk comfort levels. We'll then manage the portfolios on an ongoing basis. Your employees can use our advice tools to determine which portfolio is right for them.

Outside of Your Plan

We can deliver personalized advice to your employees without any disruption to your current plan. It's then up to each employee to make the recommended changes to their account.

Fund Selection & Monitoring

 

We're also here to help with 401(k) fund selection and monitoring. Work with us to review your current plan options. Or if you're just getting starting, we'll help set up the fund line-up for your company's retirement plan. We'll provide ongoing monitoring and will recommend additional funds and plan changes, as needed. That's how our team of advisors will help ensure you meet the requirements of your investment policy statement. We're also ready to be a co-fiduciary on your plan.*

* For select services only

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