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
Notary Public Review Class – New York State
Notary Public Review Class – New York State
This e-book is a must for anyone who is preparing for the New York State Notary Public examination. We review the key points covered in the State Notary Public Law Booklet and offer a practice exam. By Viktor Bujanow, N.y.s. Notary Public over 25 years.
Notary Public Review Class – New York State
New Retirement Research, Inc. Report Offers Strategic Review and Trends in Retirement Income for Product and Investment Providers, Financial Advisors
New Retirement Research, Inc. Report Offers Strategic Review and Trends in Retirement Income for Product and Investment Providers, Financial Advisors
West Hartford, CT (PRWEB) June 3, 2010
“Retirement Income Market Overview,” is the latest Market Monitor(SM) report offered by Retirement Research, Inc. (RRI), retirement services industry leader offering product profiles, current research and consulting services to the providers of retirement and retirement income products.
Retirement Income Markets Overview details the current state of retirement from provider, sponsor and participant perspectives, products and services available and in development to serve the market, and proposes where the market is likely to go over the near term.
Retirement has become far more diverse than leaving the workforce for a life of leisure. Research indicates that fully a third of the recently retired are, today, working full-time or looking for full-time employment. Current and prospective retirement product providers, investment providers, TPAs, financial planners, RIAs, and virtually all other distributors of retail or wholesale retirement income products will need the information included in this report to best meet the challenges of retiring baby boomers. In short, demand for these products is increasing and will continue to grow.
Ron Bush, Principal at RRI, points out that, “The reason retirement income related products have come to market so quickly and from every provider group is that they do provide solutions to the needs of multiple constituencies and the demand for Retirement Income solutions has never been greater. Providers must find ways to help workers understand and implement effective retirement strategies.”
Retirement income is currently a very hot topic in both Congress and the Department of Labor, each holding hearings on the impacting issues. This report provides a comprehensive look at the current state of retirement income products, services, providers and distributors and where the industry is headed.
“The resurgence of providers in product development and marketing is brought on by increased interest of investors and opportunities, due to improving market conditions, to fund development of new products and services,” adds Kent Novell, Principal at RRI.
Financial Institutions and Defined Contribution providers who have focused their efforts on helping employees save for retirement have a lot at stake. Very few participants keep their assets with their current Defined Contribution provider when they retire.
Cost, complexity, understanding and perception of annuity products and lack of ability to easily sell and communicate these new products are major barriers to reaching participants. These same factors, as well as concern over fiduciary responsibility and portability, are the primary factors as to why plan sponsors are still not embracing these products.
For more information or to see a preview of the report visit http://www.rricentral.com/reports.
About Retirement Research, Inc.:
Retirement Research, Inc. is focused exclusively on the retirement services industry, offering profiles of leading providers and products in the defined contribution market, a suite of interactive web-based competitive analysis tools covering products and investment platforms, topical research reports and research-based consulting services.
Founded in 1999, RRI assists insurance, investment, retirement service and distribution companies in addressing strategic issues, solving marketing problems, enhancing product capabilities, and improving distribution effectiveness through information products and consulting services. These include:
401(k) Vendor Profile Services
403(b) Vendor Profile Services
RRI Market Monitor Reports
Consulting Services
Workshops and Management Briefs
Market Research Services
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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: Retirement Income Tags: Advisors, Financial, Inc., Income, Investment, Offers, Product, Providers, Report, Research, Retirement, Review, Strategic, Trends
Arizona State Retirement System: A review of the impact of HB 2028 : a report presented to Representative Burton Barr
Arizona State Retirement System: A review of the impact of HB 2028 : a report presented to Representative Burton Barr
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Categories: Arizona State Retirement System Tags: 2028, Arizona, Barr, Burton, Impact, presented, Report, Representative, Retirement, Review, State, System
Technology for customer service: video conferencing at the New York State Teachers’ Retirement System.: An article from: Government Finance Review
Technology for customer service: video conferencing at the New York State Teachers’ Retirement System.: An article from: Government Finance Review
This digital document is an article from Government Finance Review, published by Government Finance Officers Association on February 1, 1999. The length of the article is 2118 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.
From the supplier: The New York State Teachers’ Retirement System has adopted video conf
List Price: $ 5.95
Price: $ 5.95
Categories: New York State Retirement System Tags: article, conferencing, customer, FINANCE, from, Government, Retirement, Review, Service, State, System, Teachers', Technology, video, York
Niche Review Templates
Make Obscene Affiliate Commissions From CB With These Amazing Product Review Sites Promoting The Top CB Products…Also get 50% recurring income from our affiliate program!
Niche Review Templates
Categories: Insurance News Tags: Niche, Review, Templates
NEW – Design for Aging Review, Vol. 1 ’02
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