How Smart401k Works
You identify your employer and tell us about your situation by filling out a short questionnaire. We analyze the fund choices available through your plan. Then we deliver a customized Action Plan telling you what funds to invest in and how much in each. Each quarter, we update your investment recommendation.
What You'll Receive
A recommendation tailored to your time horizon, risk tolerance and employer-specific fund choices.
See a short video for more detail.
Unlimited access to advisers by phone, email and live chat. We are available to discuss your plan options, explain your recommendations and answer any questions you may have. We want you to understand your investment options and learn more about how to manage your retirement account.
Our client-only newsletter, The Nest Egg, is published each quarter. This provides you an overview of how our recommendations have changed, as well as a market update and other investing-related information.
Ongoing communications via email to inform and educate you about market events, in addition to our
adviser blog and Insight articles.
Becoming a Client is Easy
It only takes 5 - 10 minutes to get started.
Register
Membership fees range from $59 per quarter to $199.95 per year.
Complete Questionnaire
Your answers help us understand your situation and risk tolerance.
Receive Recommendations
You'll receive your tailored recommendations within 1 - 3 business days.
Money-back Guarantee. We offer a full refund if you aren't satisfied in the first 30 days (applies to new clients only).
Your information is secure. We use 128-bit encryption to keep your personal information secure.
We will not share your information with anyone (click here to read our privacy policy).