Posts Tagged ‘401ks’

Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning adviser, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and

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3 comments - What do you think?  Posted by admin - November 9, 2011 at 12:24 am

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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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Be the first to comment - What do you think?  Posted by admin - August 6, 2011 at 9:25 pm

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The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other RetirementPlans from Near Annihilation by the Taxman

The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other RetirementPlans from Near Annihilation by the Taxman

  • ISBN13: 9780143113362
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

The premier guide for retirement and investment planning by “America’s IRA Expert” (Mutual Funds magazine)-fully updated to reflect the recent tax rule changes

With the possible e xception of home property, the most valuable asset for most Americans is their retirement fund. Yet most people don’t know that the IRS is waiting to grab up to 90 percent of their hard-earned retirement savings. Now, in this fully updated edition of The Retirement Savings Time Bomb, renowned tax advisor Ed Sl

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3 comments - What do you think?  Posted by admin - August 3, 2011 at 1:33 pm

Categories: Retirement Savings   Tags: , , , , , , , , , , , , , , ,

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out

Get your cash out of retirement savings without giving away your nest egg to the IRS!

Perhaps your retirement is on the horizon. Or you’re changing jobs. Or are about to turn 70.5 years old….

Whatever is going on with your retirement account, IRAs, 401(K)s & Other Retirement Plans is for you! Make sense of the rules that govern distributions from retirement plans – and avoid the stiff taxes and penalties that lurk in the fine print.

In plain English, this book

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3 comments - What do you think?  Posted by admin - June 18, 2011 at 12:24 am

Categories: Retirement Account   Tags: , , , , ,

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out

  • ISBN13: 9781413310313
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed

Get your cash out of retirement savings without giving away your nest egg to the IRS!

Perhaps your retirement is on the horizon. Or you’re changing jobs. Or are about to turn 70.5 years old….

Whatever is going on with your retirement account, IRAs, 401(K)s & Other Retirement Plans is for you! Make sense of the rules that govern distributions from retirement plans – and avoid the stiff taxes and penalties that lurk in the fine print.

In plain English, this book

List Price: $ 34.99

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4 comments - What do you think?  Posted by admin - April 24, 2011 at 6:27 am

Categories: Individual Retirement Account   Tags: , , , , ,

Retirement Plans: 401(k)s, IRAs and Other Deferred Compensation Approaches (Pension Planning)

Retirement Plans: 401(k)s, IRAs and Other Deferred Compensation Approaches (Pension Planning)

Retirement Plans (formerly titled Pension Planning through the ninth edition) is a classic, the book relied upon by generations of faculty and thousands of professionals throughout the world. It reliably provides the reader with the features, costs, investment opportunities, and regulatory issues governing all the various types of retirement and other deferred compensation plans. The 10th edition keeps the book once again at the forefront of the discipline, with extensive coverage of the new Pen

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1 comment - What do you think?  Posted by admin - March 1, 2011 at 6:25 am

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IRA’S, 401(K)S & OTHER RETIREMENT PLANS by Slesnick

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1 comment - What do you think?  Posted by admin - November 30, 2010 at 12:25 pm

Categories: 401k Retirement Plan   Tags: , , , ,

IRAs 401(k)s & Other Retirement Plans Taking Slesnick

401k retirement plan eBay auctions you should keep an eye on:

IRAs, 401(k)s & Other Retirement Plans: Taking Your Mon

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Be the first to comment - What do you think?  Posted by admin - November 18, 2010 at 12:24 pm

Categories: 401k Retirement Plan   Tags: , , , , ,

IRAs 401(k)s & Other Retirement Plans Taking Slesnick

Some recent 401k retirement plan auctions on eBay:

IRAs, 401(k)s & Other Retirement Plans: Taking Your Mon

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Be the first to comment - What do you think?  Posted by admin - September 19, 2010 at 12:31 pm

Categories: 401k Retirement Plan   Tags: , , , , ,

IRAs, 401(k)s & Other Retirement Plans: Taking Your Mon

401k retirement plan eBay auctions you should keep an eye on:

IRAs, 401(k)s & Other Retirement Plans: Taking Your Mon

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1 comment - What do you think?  Posted by admin - September 18, 2010 at 9:28 am

Categories: 401k Retirement Plan   Tags: , , , ,

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