Your Challenge

As a retirement plan sponsor, you need—and want—certain things in order to help your employees plan for retirement, including:

  • Easy and hassle-free retirement plan solutions
  • Help meeting your fiduciary responsibilities
  • A quality program that fosters retention, recruitment and retirement readiness

At the same time, your plan participants want:

  • A retirement plan that is hassle-free and easy to understand
  • High-quality, low-cost investment options they can use to put together their investment portfolios
  • Answers to the questions, “When can I retire?” and “Will I have enough?”

At Smart Investor, we work with you to address both your concerns and those of your employees,providing honest and forthright advice to help you make smart decisions regarding your company’s retirement plan. As your 401(k) partner, we work with you to design and implement a retirement plan solution that is unique to you and your employees.