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Products August 29, 2007
KS Firm Offers Web-based Advice Product
An Overland Park, Kansas company is offering an online advice product for retirement plans.
Reported by Fred Schneyer
The advice is tailored to the investor’s personal situation and investing style, said a news release from Smart401k.
“Employers now have a clear way to improve and simplify an area of confusion for many employees while at the same time strengthening a critical piece of their employee benefit plan,” said Scott Revare, CEO of Smart401k, in the news release.
The news release said the company’s advisers use proprietary tools to analyze a client’s risk tolerance and investment time frame to assist them in making their recommendations. These recommendations include both investment selection and asset allocation. After the initial recommendation, Smart401k provides each client with quarterly asset allocation adjustments and ongoing plan monitoring, the company said.
According to the company, Smart401k provides advice to individuals who have more than $1 billion in retirement plan assets and monitors the plans of more than 4,000 companies in 47 states.
More information is at http://www.smart401k.com.