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Smart Updates

Smart401k CEO,

Scott Holsopple,

talks about 401k plans on

The Mutual Fund Show

 

Check it out here!

For Individuals Who Need Retirement Advice

For Employers

For most employees, their 401(k) is their largest source of retirement savings.  Unfortunately, the average employee makes poor investment decisions, and as a result is often inadequately prepared for retirement.

Do your employees understand the importance of saving for retirement?

How confident are they with selecting their own investments?

Do you provide them the resources to help them make informed investment decisions?

To learn more about how we can enhance your employees investing experience, and help reduce your fiduciary liability as a plan sponsor, contact our Employer Services team at 877.627.8401.

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.

 

Proud member of
NAIRPA

Want to know more?

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