Smart401k
Smart401k® Hires Impact Communications to Promote 401(k) Review Services: Firm Provides Cost-Effective Advice to Empower Consumers to Effectively Manage their 401(k)s
Overland Park, KS (PRWEB) April 30, 2009 – Scott Revare, CEO and co-
founder of Smart401k® (http://www.smart401k.com), today announced the hiring of Impact Communications to promote the firm’s advice services for employees who invest in employer-sponsored retirement plans.
“These are particularly challenging times for investors and while thousands of people are regularly contributing to their 401(k)-type plans, very few are engaged in actually managing the portfolio,” Revare says.
Smart401k® is a web-based investment advisor that is uniquely focused on providing personalized investment advice to individuals who have 401(k)s, 403(b)s and other employer-sponsored retirement plans. The company currently monitors more than 4,500 employer plans and advises individuals who collectively have more than $ 1 billion in plan assets. Its team of advisors takes pride in helping their clients manage and understand the importance of investing in their employer-sponsored retirement plan.
“We are on a mission to let consumers know that there is a simple, affordable solution to help them manage their accounts with confidence. We feel this is vitally important in today’s environment,” says President Scott Holsopple.
Consumers can subscribe to the service online by identifying their employer and providing details of their situation in a short questionnaire. Smart401k’s advisors then analyze the fund choices that are available through the plan and deliver a customized Action Plan, tailored to the client’s time horizon, risk tolerance and employer-specific fund choices. The Action Plan, updated quarterly, provides recommendations for which funds to invest in and how much to allocate to each fund. The service costs $ 200 per year or $ 59 per quarter and offers unlimited access to Smart401k’s advisors by phone, email and live chat.
In addition to serving consumers, Smart401k® provides fund selection and monitoring services to plan sponsors, recommending additional mutual funds and plan changes as necessary with the goal of helping the plan meet the requirements of its Investment Policy Statement.
About Smart401k®
Smart401k® was founded in 2003, by Scott Revare and Adam Bold (host of The Mutual Fund Show), with the goal of providing unbiased advice to help employees invest with confidence in their 401(k), 403(b) and other employer-sponsored plans. The direct-to-employee business surpassed the 10,000 customer level in October, 2008. Employers who are looking to strengthen an important employee benefit are also able to sponsor Smart401k’s advice service. The company also has relationships with several major 401(k) providers, 401(k) advisory firms and third party administrators/record keepers to offer Smart401k® services to their customers. For more information, visit http://www.smart401k.com.
About Impact Communications, Inc.
Founded by financial services industry veteran Marie Swift in 1993, Impact Communications specializes in developing effective client communications and marketing strategies for a select group of highly successful financial advisors and allied institutions. Widely respected as a marketing professional with a loyal following, Swift, along with her team, works with independent advisors and select institutions to increase both visibility and credibility within their niche markets. In addition to marketing strategy and media promotions, the firm offers clients graphic design services and executive coaching. For more information, visit http://www.impactcommunications.org.
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Categories: 401k Retirement Plan Tags: , 401k, 401ks, Advice, Communications, Consumer's, CostEffective, Effectively, Empower, Firm, hires, Impact, Manage, Promote, Provides, Review, Services, Their
Self Directed IRA CUSTODIAN Services : Rollover 401k To IRA : Real Estate IRA
www.SunwestTrust.com — 800-642-7167, Self Directed IRA Custodian is known for its diversified business interests. These include self-directed IRAs that allow clients to invest their IRA in anything that the IRS will allow such as Real Estate, Mortgages, Limited Liability Companies and Private Stock. In addition to Escrow and IRA businesses, Sunwest also acts as a facilitator for 1031 tax deferred exchanges for real estate. Need a video or a video marketed for your business contact Best Online Results http
Video Rating: 4 / 5
Categories: Individual Retirement Account Tags: 401k, CUSTODIAN, Directed, Estate, Real, Rollover, Self, Services
Brand New Employer Sponsored Plan Is A Hybrid Of A Traditional 401(K) And A Roth Ira-January 1st, 2006 Is Start Date For New Roth 401(K) Retirement Savings Plan
Brand New Employer Sponsored Plan Is A Hybrid Of A Traditional 401(K) And A Roth Ira-January 1st, 2006 Is Start Date For New Roth 401(K) Retirement Savings Plan
Los Angeles, CA (PRWEB) December 7, 2005
Income tax rates have been cut, the marriage penalty done away with, and the “death tax” is also on a path to no more. All of this is a result of the Bush administration’s Economic Growth and Tax Relief Reconciliation Act which was passed by a Republican congress in 2001. Another provision of that act goes into effect on January 1st, 2006, a hybrid of a traditional 401(k) and a traditional Roth IRA called the Roth 401(k).
Yet another employer sponsored savings plan, the new Roth 401(k) works in almost the same way as a traditional 401(k) plan. Workers invest a portion of their income into a fund along with contributions from their employer (if any). The difference is that the traditional 401(k) is funded with “pre-tax” dollars and the Roth 401(k) plan uses “after-tax” dollars. However, with the Roth 401(k), withdrawal of your money at retirement will be tax free like a Roth IRA. The traditional 401(k) plan defers the tax owed during your career until retirement.
Although it may sound like the best of both worlds, it is important to note that no employer is required to offer this new Roth 401(k) plan. In fact, a recent survey by employee benefits consulting firm Hewitt and Associates found that only 31 % of employers currently offering the traditional 401(k) plan are considering implementing the new Roth 401(k).
Employees may now want to begin inquiring whether their employer will be offering the new retirement plan in 2006. Contribution limits for the retirement plans are: in 2005, $ 14,000 for a 401(k) and $ 4,000 for an IRA, whether Roth or traditional. In 2006, this amount will increase to $ 15,000 for both 401(k) and IRAs.
For in depth answers to your retirement and investment questions visit http://www.HowMuchAnswers.com – providing simple and easy to understand information about 401(k) plans and IRA accounts.
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©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Categories: 401k Retirement Plan Tags: 2006, 401k, Brand, Date, Employer, Hybrid, IraJanuary, Plan, Retirement, Roth, Savings, Sponsored, Start, Traditional
401k Fallout – What Should Your 401k Retirement Plan Be? Joseph A Leonard
The ride on Wall Street is wreaking havoc with many people’s investments especially retirees. Joseph Leonard www.theretirementvault.com is a 401k strategist and author of the Retirement Vault – the Guide to Protecting Your Assets in the Age of Uncertainty www.theretirementvault.com What would your advice be to someone if their retirement money was almost gone or almost all of it was lost at this point? Well not panic first, but they do need to determine how soon they are going to retire. 5 years from now? 10 years from now? Then determine which of these monies are necessity money and which of it is play money.
Video Rating: 0 / 5
Categories: 401k Retirement Plan Tags: 401k, Fallout, Joseph, Leonard, Plan, Retirement, Should
Financial Striaght Talk: Financial Investment Retirement Plan: 401k, Bonds, Mutual Funds
Dee Mosier, host of Financial Straight Talk, consults expert guests, Ron Silverman and Jim Scarpone on investment opportunities for retirement planning.
Video Rating: 0 / 5
Categories: 401k Retirement Plan Tags: 401k, Bonds, Financial, Funds, Investment, Mutual, Plan, Retirement, Striaght, Talk
Obama nation plans to steal your (401k) Retirement Money
This video and the supplied description come from NOLINKNEWS. (Bloomberg) — The Obama administration is weighing how the government can encourage workers to turn their savings into guaranteed income streams following a collapse in retiree accounts when the stock market plunged. The US Treasury and Labor Departments will ask for public comment as soon as next week on ways to promote the conversion of 401(k) savings and Individual Retirement Accounts into annuities or other steady payment streams, according to Assistant Labor Secretary Phyllis C. Borzi and Deputy Assistant Treasury Secretary Mark Iwry, who are spearheading the effort. Brzezinski explained that, “For the first time in all of human history mankind is politically awakened — that’s a total new reality — it has not been so for most of human history.” Brzezinski continued, “The whole world has become politically awakened,” adding that all over the world people were aware of what was happening politically and were “consciously aware of global inequities, inequalities, lack of respect, exploitation.” That resistance against “lack of respect” and being treated like slaves reached a crescendo in November when an organic nationwide backlash against invasive and degrading TSA airport security measures hit fever pitch. Despite a massive revolt lead by the likes of Matt Drudge and our own Alex Jones, the TSA refused to back down and change their procedures, a decision that could prove fatal to the very existence of the …
Categories: 401k Retirement Plan Tags: 401k, Money, nation, Obama, Plans, Retirement, steal
401(k) Rekon Will Host First Rekon Intelligence Symposium for Retirement Plan Advisors; Major 401(k) Providers to Present
401(k) Rekon Will Host First Rekon Intelligence Symposium for Retirement Plan Advisors; Major 401(k) Providers to Present
Wilmington, NC (Vocus) April 1, 2010
According to 401(k) Rekon™ CEO Ross Marino, CFP®, the symposium idea came from a DCIO wholesaler. “He approached me at the ASPPA 401(k) Summit,” said Marino, “and said we needed to host a value-add symposium.”
The first symposium, limited to 70 advisors, is scheduled for May 21, 2010, in Charlotte, North Carolina. Other symposiums are already planned in North Carolina, South Carolina, and Virginia. Providers can visit http://www.401kRekon.com or email info (at) 401kRekon (dot) com for more information.
This first symposium targets the experienced 401(k) advisor. Future symposiums will target financial advisors with limited 401(k) experience.
As a successful financial advisor for 21 years, Marino knows firsthand the significance of value-add resources. “I learned about 401(k) plans using resources from 401(k) providers,” he explained. “Most broker dealers cannot adequately train 401(k) advisors. Fortunately, many retirement plan providers have extensive educational resources.”
“Successful advisors have learned to leverage their relationships with 401(k) providers,” stated Marino. “Like our online 401(k) provider database, the symposiums will help advisors learn what resources are available, and how to use them in their practices.”
“401(k) Rekon™ believes managing 401(k) plans is a team sport,” said Marino. “By working together, financial advisors and providers can help 401(k) plan sponsors and plan participants make better decisions.” A team approach is also beneficial for 401(k) marketing and 401(k) prospecting.
401(k) Rekon™ is an industry-leading provider of 401(k) research for financial advisors, empowering them to build more successful retirement plan practices. At the core of the new site is a unique 401(k) provider database containing directions and links to locate resources and product information. Presented in concise summaries, the provider database contains the name of each resource, the intended audience (financial advisor, 401(k) plan sponsor, 401(k) plan participant), and format (flyer, PowerPoint, etc.).
For more information, visit http://www.401kRekon.com.
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©Copyright 1997-2010, Vocus PRW Holdings, LLC.
Vocus, PRWeb and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Categories: 401k Retirement Plan Tags: 401k, Advisors, First, Host, Intelligence, major, Plan, Present, Providers, Rekon, Retirement, Symposium
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Rollover roadblock: the IRS puts a snag in the Pension Protection Act’s provision allowing direct 401(k) rollovers to nonspouses.(Internal Revenue Service): … (The national gay & lesbian newsmagazine)
Rollover roadblock: the IRS puts a snag in the Pension Protection Act’s provision allowing direct 401(k) rollovers to nonspouses.(Internal Revenue Service): … (The national gay & lesbian newsmagazine)
This digital document is an article from The Advocate (The national gay & lesbian newsmagazine), published by Thomson Gale on March 13, 2007. The length of the article is 755 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.
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Title: Rollover roadblock: the IRS puts a snag in the Pension Protect
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