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For Individuals Who Need Retirement Advice

For Individuals

Who Need Retirement Advice

Got a retirement plan through your employer? Get affordable, easy-to-understand, personalized advice that will help you manage it. Sign-up takes less than 10 minutes.

 

Benefits of Your Smart401k Account

Ready for the
peace of mind our
advisors can
provide?
Become a Client
  • Quarterly recommendations for allocating your assets
  • Ongoing monitoring of your account
  • Independent advisors ready to talk anytime you have questions about your plan or our 401(k) advice
  • Market Commentary & Education

About Smart401k

  • Click here to watch a demo of our service.
  • We monitor more than 4,500 employer-sponsored retirement plans and yours is likely among them.
  • 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 $1.5 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 401k Advice?

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.

Purchase a Smart401k Gift Certificate

Purchase a Smart401k Gift Certificate

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