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The Retirement Outlook gap analysis tool will be available for members. Look for more information soon!
For Individuals
Your 401(k) is likely your largest source of retirement savings.
Are you confident you're invested appropriately?
How long has it been since you made an informed change to your plan?
If you think leaving your retirement account alone is the right thing to do, think again.
Take control now and start making active, informed choices designed to grow your nest egg today.*
How Smart401k Works
- We analyze and monitor your employer's retirement fund choices for you.
- You receive a recommendation telling you exactly what funds to choose and how much to invest in each.
- Each calendar quarter, you receive an updated recommendation, based on our analysis.
Connect with an Adviser
- Financial advice can be complex - with Smart401k, you get unlimited access to our experienced advisers via phone, email and live chat.
- Our advisers have the Chartered Mutual Fund CounselorSM or Certified Fund Specialist® designation.
- We're available to explain your recommendation and answer any questions you may have.
Tap into Adam Bold's
Investment Success
- Adam Bold - host of the syndicated radio show "The Mutual Fund Show®" - is Smart401k's Chief Investment Officer.
- Adam is the co-founder of Smart401k and founder of The Mutual Fund Store®. These companies collectively manage or advise on more than $4 billion in client assets.
* Investments in mutual funds involve risk and nothing in this presentation constitutes, or is intended to represent, a promise of future results. Mutual funds and other investments may lose value.