• 1. About You

  • 2. Membership Options

  • 3. Questionnaire

  • 4. Funds

  • 5. Confirmation

Becoming a client is easy.

  • Registration only takes 5 - 10 minutes.
  • Membership fees range from $59 paid quarterly to $199.95 paid annually.

Step 1: Tell us about yourself


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Begin typing the name of your employer. If the name appears in the list, click to select it. (If the name doesn't appear in the list, we will add your employer.)

? The total amount of contributions made to this plan each year including any contributions made by your employer.

? The total amount set aside each year toward retirement savings, excluding 401(k) contributions.

This listing does not constitute an endorsement or an approval by these employers for Smart401k advisory service.

Please note that the portfolio recommendations provided by Smart401k to a participant of a particular 401(k) plan do not take into account investments and other assets held by the participant outside of that plan. If you have significant fund and/or individual securities investments outside of this 401(k) plan, we strongly urge you to speak to a Smart401k Adviser and/or another qualified investment professional prior to implementing any allocation recommendations provided by Smart401k.

Smart401k values your privacy and maintains a strict policy regarding the use and safeguarding of personal, non-public information. We will periodically provide relevant updates and service notifications to those that provide their email address. You may opt out of receiving Smart401k communication at any time. Please read our Privacy Policy for more details.