The 401(K) Smart Check

Smart Investor’s Smart Check is a 401(k) checkup for your company.

We will analyze your current plan, tell you how it stacks up against your peers and offer recommendations that may help you save more for your employees―all at no cost to your company. Smart Check is a professional review of your current plan so that you can have the information you need to help make smart choices that maximize the return on your investment and the benefits to your employees.

What is a 401(k) Smart Check?

  • Analyzes your current plan and how it compares to your peers
  • Provides recommendations so you can make smart retirement plan decisions
  • Offers “plain English” guidance about Department of Labor service provider and fee disclosure rules
  • Alleviates the stress of information overload
  • Helps to determine what is best for your company

Sign up for your 401(k) Smart Check today!