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For Individuals Who Need Retirement Advice

Interested Third Party

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.
  1. 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.
  2. 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 401(k) plans for employers.
  • We monitor more than 4,500 employer-sponsored retirement plans.
  • Our individual clients have a collective
    $1.0 billion in retirement plan assets.

Want to know more?

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Please complete the following form and we will be in contact as soon as possible.
* Company:
* First Name:
* Last Name:
  Title:
* Phone #:
* Email:
 I am Interested In: 


 
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