Smart401k online investment advice has helped more than 25,000 individual investors with their retirement plan investments since starting in 2003. We've advised on more than 10,000 different company retirement plans, dedicating ourselves to providing an independent opinion and easy-to-use investment advice.
Smart401k advice is provided online, but the recommendations are created by licensed investment advisers. The adviser team is available to talk with you about your retirement investment questions or help you as you transition from one life event to another.
John Bunch, President
John Bunch has led Smart401k and Financial Engines since February of 2012. He is responsible for the day-to-day stewardship of the company, its direction and overall business strategy. He arrived from TD Ameritrade, where he was President of Retail Distribution and served in multiple executive capacities in seven years there. Prior to that, he held several leadership positions at Charles Schwab & Co. over the course of 11 years. Mr. Bunch attended the University of Iowa and the University of Michigan’s Ross School of Business.
Chris Bouffard, Chief Investment Officer
Chris Bouffard has been the Chief Investment Officer of The Mutual Fund Research Center® since January of 2013. He is responsible for directing the Research Center's investment manager research and managing the firm's asset allocation models. Chris brings 20 years of experience to the role, most recently as Vice President of Portfolio Research at American Century Investments.
Previously, he was Manager of Closed-End Fund Products and Research at Lipper, a Thomson Reuters company. He is a CFA charterholder, a member of the CFA Institute, and a member as well as past president of the CFA Society of Kansas City. He graduated from The University of Vermont.