About Smart401k
- Click here to watch a demo of our service.
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We monitor more than 4,500 employer-sponsored retirement plans and yours is likely among them.
- Find out if we already monitor your plan.
- Our investment strategy is based on Nobel Prize-winning theories and the fund selection methodology created by Adam Bold of "The Mutual Fund Show" .
- Our individual clients collectively have more than $1 billion in retirement plan assets.
- We provide 401(k) advice tailored to your plan and your risk comfort level.
- Our advisors are independent from fund companies and brokerage houses. The only interest we serve is yours.
Ask
Yourself
Do I need
401(k) Advice?
You Might if:
- You're confused by your plan choices and have resorted to "eenie, meenie, minee, moe, pick a fund and hope it grows."
- You're tempted to change your allocation every time the market moves up or down.
- You worry about whether you're investing your assets the best way.
Become a Client for the peace of mind that comes with having independent advisors monitor your retirement plan.