Interested Third Party
Ready To Learn More About Us
We'll work with you to provide the retirement plan advice your clients need. We provide support in two ways:
Complete the form
below and we'll be in
touch or, to learn more,
simply go to ...
About Smart401k.
- Participant Advice & Managed Portfolios
- Participant Advice
We deliver personalized advice to employees without any disruption to the employer's current retirement plan.
- Managed Portfolios
Using the funds already in your client's plan, we help create a selection of portfolios that match various risk comfort levels. We'll manage the portfolios on an ongoing basis, and we'll help employees choose the one that's right for them.
- Fund Selection & Monitoring
We're also here to help you with the 401(k) fund selection and ongoing monitoring to ensure your clients meet the requirements of their investment policy statement.
Be a part of Smart401k's industry-leading efforts to offer web-based advice:
- We work with independent advisors and third parties to create full-service 401k plans for employers.
- We monitor more than 4,500 employer-sponsored retirement plans.
- Our individual clients have a collective
$1 billion in retirement plan assets.